TAICX Mutual Fund

TAICX Mutual Fund

NAV$17.87
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Returns Overview

1 Month
-0.51%
3 Months
+2.60%
6 Months
+4.37%
YTD
+5.86%
1 Year
+13.09%
3 Years (annualized)
+10.20%
5 Years (annualized)
+5.65%
10 Years (annualized)
+6.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAICX 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)
+5.86%
Peer Avg (YTD)
+3.39%
vs Peers
+2.47%

TAICX Mutual Fund Performance

TAICX performance across multiple time periods: 1-month -0.51%, YTD 5.86%, 1-year 13.09%, 3-year 10.20%, 5-year 5.65%, 10-year 6.67%.

TAICX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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