TAIWX Mutual Fund

TAIWX Mutual Fund

NAV$15.81
See how much of TAIWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.90%
3 Months
+0.83%
6 Months
+4.90%
YTD
+20.18%
1 Year
+27.07%
3 Years (annualized)
+23.43%
5 Years (annualized)
+10.43%

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)
+20.18%
Peer Avg (YTD)
+15.20%
vs Peers
+4.98%

TAIWX Mutual Fund Performance

TAIWX performance across multiple time periods: 1-month 7.90%, YTD 20.18%, 1-year 27.07%, 3-year 23.43%, 5-year 10.43%.

TAIWX returns outperform the peer average of 15.20% 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.