TAIFX Mutual Fund

TAIFX Mutual Fund

NAV$17.67
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Returns Overview

1 Month
+1.62%
3 Months
-0.88%
6 Months
+1.85%
YTD
+5.32%
1 Year
+7.16%
3 Years (annualized)
+13.03%
5 Years (annualized)
+5.88%
10 Years (annualized)
+7.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAIFX 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)
+5.32%
Peer Avg (YTD)
+2.95%
vs Peers
+2.36%

TAIFX Mutual Fund Performance

TAIFX performance across multiple time periods: 1-month 1.62%, YTD 5.32%, 1-year 7.16%, 3-year 13.03%, 5-year 5.88%, 10-year 7.43%.

TAIFX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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