TALTX Mutual Fund

TALTX Mutual Fund

NAV$11.28
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Returns Overview

1 Month
+0.36%
3 Months
+0.45%
6 Months
+2.49%
YTD
+3.83%
1 Year
+7.93%
3 Years (annualized)
+6.21%
5 Years (annualized)
+3.74%

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
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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
HFRX Global Hedge Fund Index(^HFRXGH)
This Mutual Fund (YTD)
+3.83%
Peer Avg (YTD)
+2.39%
vs Peers
+1.44%

TALTX Mutual Fund Performance

TALTX performance across multiple time periods: 1-month 0.36%, YTD 3.83%, 1-year 7.93%, 3-year 6.21%, 5-year 3.74%.

TALTX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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