TASCX Mutual Fund

TASCX Mutual Fund

NAV$24.89
See how much of TASCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.45%
3 Months
+0.28%
6 Months
+6.96%
YTD
+22.10%
1 Year
+29.04%
3 Years (annualized)
+18.92%
5 Years (annualized)
+12.17%
10 Years (annualized)
+10.86%

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
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
MSCI USA All Cap Index
This Mutual Fund (YTD)
+22.10%
Peer Avg (YTD)
+12.21%
vs Peers
+9.89%

TASCX Mutual Fund Performance

TASCX performance across multiple time periods: 1-month 4.45%, YTD 22.10%, 1-year 29.04%, 3-year 18.92%, 5-year 12.17%, 10-year 10.86%.

TASCX returns outperform the peer average of 12.21% 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.