TALCX Mutual Fund

TALCX Mutual Fund

NAV$20.14
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Returns Overview

1 Month
+5.08%
3 Months
+7.47%
6 Months
+9.37%
YTD
+14.64%
1 Year
+28.31%
3 Years (annualized)
+20.01%
5 Years (annualized)
+13.52%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TALCX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.64%
Peer Avg (YTD)
+11.41%
vs Peers
+3.23%

TALCX Mutual Fund Performance

TALCX performance across multiple time periods: 1-month 5.08%, YTD 14.64%, 1-year 28.31%, 3-year 20.01%, 5-year 13.52%, 10-year 10.84%.

TALCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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