TAUSX Mutual Fund

TAUSX Mutual Fund

NAV$8.95
See how much of TAUSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.31%
3 Months
-0.87%
6 Months
-1.10%
YTD
-0.79%
1 Year
+2.62%
3 Years (annualized)
+3.59%
5 Years (annualized)
-0.81%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAUSX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-0.79%
Peer Avg (YTD)
+0.12%
vs Peers
-0.91%

TAUSX Mutual Fund Performance

TAUSX performance across multiple time periods: 1-month -1.31%, YTD -0.79%, 1-year 2.62%, 3-year 3.59%, 5-year -0.81%, 10-year 1.26%.

TAUSX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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