TAIWX Mutual Fund

TAIWX Mutual Fund

NAV$15.84
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Returns Overview

1 Month
-4.24%
3 Months
-2.07%
6 Months
+4.86%
YTD
+11.38%
1 Year
+23.56%
3 Years (annualized)
+19.00%
5 Years (annualized)
+9.00%

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
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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)
+11.38%
Peer Avg (YTD)
+15.31%
vs Peers
-3.93%

TAIWX Mutual Fund Performance

TAIWX performance across multiple time periods: 1-month -4.24%, YTD 11.38%, 1-year 23.56%, 3-year 19.00%, 5-year 9.00%.

TAIWX returns trail the peer average of 15.31% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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