TAJEX Mutual Fund

NAV$8.60

Returns Overview

1 Month
-1.27%
3 Months
+0.32%
6 Months
-0.26%
YTD
+0.21%
1 Year
+5.46%
3 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAJEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+34.83%
vs Peers
-34.63%

TAJEX Mutual Fund Performance

TAJEX performance across multiple time periods: 1-month -1.27%, YTD 0.21%, 1-year 5.46%, 3-year 2.64%.

TAJEX returns trail the peer average of 34.83% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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