TALTX Mutual Fund

NAV$11.18

Returns Overview

1 Month
-0.36%
3 Months
+2.31%
6 Months
+3.65%
YTD
+3.45%
1 Year
+5.87%
3 Years (annualized)
+5.73%
5 Years (annualized)
+3.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TALTX 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
HFRX Global Hedge Fund Index(^HFRXGH)
This Mutual Fund (YTD)
+3.45%
Peer Avg (YTD)
+3.47%
vs Peers
-0.02%

TALTX Mutual Fund Performance

TALTX performance across multiple time periods: 1-month -0.36%, YTD 3.45%, 1-year 5.87%, 3-year 5.73%, 5-year 3.30%.

TALTX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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