TASCX Mutual Fund

TASCX Mutual Fund

NAV$26.29
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Returns Overview

1 Month
+0.72%
3 Months
+6.66%
6 Months
+17.36%
YTD
+21.76%
1 Year
+36.10%
3 Years (annualized)
+15.07%
5 Years (annualized)
+12.81%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TASCX 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
MSCI USA All Cap Index
This Mutual Fund (YTD)
+21.76%
Peer Avg (YTD)
+15.31%
vs Peers
+6.45%

TASCX Mutual Fund Performance

TASCX performance across multiple time periods: 1-month 0.72%, YTD 21.76%, 1-year 36.10%, 3-year 15.07%, 5-year 12.81%, 10-year 10.84%.

TASCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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