TAIWX Mutual Fund

TAIWX Mutual Fund

NAV$15.41
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-2.42%
3 Months
+11.73%
6 Months
+16.93%
YTD
+16.31%
1 Year
+28.15%
3 Years (annualized)
+22.65%
5 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAIWX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+16.31%
Peer Avg (YTD)
+18.52%
vs Peers
-2.21%

TAIWX Mutual Fund Performance

TAIWX performance across multiple time periods: 1-month -2.42%, YTD 16.31%, 1-year 28.15%, 3-year 22.65%, 5-year 10.19%.

TAIWX returns trail the peer average of 18.52% YTD. investors should weigh costs against performance when evaluating this mutual fund.

TAIWX performance comparison shows side-by-side returns with another fund. TAIWX alternatives are available in the Mutual Fund Screener.