TASZX Mutual Fund

TASZX Mutual Fund

NAV$25.42
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Returns Overview

1 Month
+0.71%
3 Months
+6.66%
6 Months
+17.44%
YTD
+21.83%
1 Year
+36.34%
3 Years (annualized)
+15.21%
5 Years (annualized)
+12.95%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TASZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA All Cap Index
This Mutual Fund (YTD)
+21.83%
Peer Avg (YTD)
+15.31%
vs Peers
+6.52%

TASZX Mutual Fund Performance

TASZX performance across multiple time periods: 1-month 0.71%, YTD 21.83%, 1-year 36.34%, 3-year 15.21%, 5-year 12.95%, 10-year 10.94%.

TASZX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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