TAISX Mutual Fund

TAISX Mutual Fund

NAV$15.40
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Returns Overview

1 Month
+7.88%
3 Months
+0.64%
6 Months
+4.58%
YTD
+19.70%
1 Year
+26.14%
3 Years (annualized)
+22.49%
5 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAISX 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
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📉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 All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+19.70%
Peer Avg (YTD)
+15.20%
vs Peers
+4.50%

TAISX Mutual Fund Performance

TAISX performance across multiple time periods: 1-month 7.88%, YTD 19.70%, 1-year 26.14%, 3-year 22.49%, 5-year 9.62%.

TAISX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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