TAIAX Mutual Fund

TAIAX Mutual Fund

NAV$17.46
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Returns Overview

1 Month
+0.45%
3 Months
+1.08%
6 Months
+3.51%
YTD
+6.75%
1 Year
+12.65%
3 Years (annualized)
+11.77%
5 Years (annualized)
+6.32%
10 Years (annualized)
+7.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAIAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.75%
Peer Avg (YTD)
+3.78%
vs Peers
+2.97%

TAIAX Mutual Fund Performance

TAIAX performance across multiple time periods: 1-month 0.45%, YTD 6.75%, 1-year 12.65%, 3-year 11.77%, 5-year 6.32%, 10-year 7.38%.

TAIAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

TAIAX vs another fund shows side-by-side returns. TAIAX alternatives are available in the Mutual Fund Screener.