TANDX Mutual Fund

TANDX Mutual Fund

NAV$32.53
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Returns Overview

1 Month
+6.08%
3 Months
+1.37%
6 Months
-5.85%
YTD
-6.37%
1 Year
-8.36%
3 Years (annualized)
+1.80%
5 Years (annualized)
+2.35%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.37%
Peer Avg (YTD)
+9.41%
vs Peers
-15.78%

TANDX Mutual Fund Performance

TANDX performance across multiple time periods: 1-month 6.08%, YTD -6.37%, 1-year -8.36%, 3-year 1.80%, 5-year 2.35%.

TANDX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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