TASZX Mutual Fund

TASZX Mutual Fund

NAV$24.71
See how much of TASZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.94%
3 Months
+7.67%
6 Months
+12.48%
YTD
+22.98%
1 Year
+26.52%
3 Years (annualized)
+16.53%
5 Years (annualized)
+12.63%
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
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)
+22.98%
Peer Avg (YTD)
+15.20%
vs Peers
+7.78%

TASZX Mutual Fund Performance

TASZX performance across multiple time periods: 1-month 0.94%, YTD 22.98%, 1-year 26.52%, 3-year 16.53%, 5-year 12.63%, 10-year 10.94%.

TASZX returns outperform the peer average of 15.20% 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.