TAMXX Mutual Fund

TAMXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.28%
3 Months
+0.86%
6 Months
+1.69%
YTD
+2.24%
1 Year
+3.52%
3 Years (annualized)
+4.30%
5 Years (annualized)
+3.47%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAMXX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+2.25%
vs Peers
-0.01%

TAMXX Mutual Fund Performance

TAMXX performance across multiple time periods: 1-month 0.28%, YTD 2.24%, 1-year 3.52%, 3-year 4.30%, 5-year 3.47%, 10-year 2.06%.

TAMXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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