TANDX Mutual Fund

NAV$33.07
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Returns Overview

1 Month
-0.06%
3 Months
-4.14%
6 Months
-12.36%
YTD
-11.73%
1 Year
-14.80%
3 Years (annualized)
+0.18%
5 Years (annualized)
+1.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TANDX 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
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📉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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-11.73%
Peer Avg (YTD)
+9.51%
vs Peers
-21.24%

TANDX Mutual Fund Performance

TANDX performance across multiple time periods: 1-month -0.06%, YTD -11.73%, 1-year -14.80%, 3-year 0.18%, 5-year 1.41%.

TANDX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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