TASHX Mutual Fund

TASHX Mutual Fund

NAV$16.67
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Returns Overview

1 Month
+0.97%
3 Months
+1.74%
6 Months
+3.75%
YTD
+4.89%
1 Year
+12.55%
3 Years (annualized)
+12.43%
5 Years (annualized)
+7.43%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TASHX 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
Transamerica Multi-Asset Income Blended Benchmark
This Mutual Fund (YTD)
+4.89%
Peer Avg (YTD)
+6.57%
vs Peers
-1.68%

TASHX Mutual Fund Performance

TASHX performance across multiple time periods: 1-month 0.97%, YTD 4.89%, 1-year 12.55%, 3-year 12.43%, 5-year 7.43%, 10-year 9.15%.

TASHX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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