TAMXX Mutual Fund

TAMXX Mutual Fund

NAV$1.00
See how much of TAMXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+0.57%
6 Months
+1.41%
YTD
+2.52%
1 Year
+3.13%
3 Years (annualized)
+4.11%
5 Years (annualized)
+3.51%
10 Years (annualized)
+2.09%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+2.52%
Peer Avg (YTD)
+2.21%
vs Peers
+0.31%

TAMXX Mutual Fund Performance

TAMXX performance across multiple time periods: YTD 2.52%, 1-year 3.13%, 3-year 4.11%, 5-year 3.51%, 10-year 2.09%.

TAMXX returns outperform the peer average of 2.21% 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.