TFAIX Mutual Fund

TFAIX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
+0.71%
3 Months
+0.94%
6 Months
+2.01%
YTD
+1.93%
1 Year
+3.99%
3 Years (annualized)
+7.04%
5 Years (annualized)
+5.85%
10 Years (annualized)
+5.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFAIX 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
S&P/LSTA Performing Loan Index(^SPLSTAPL)
This Mutual Fund (YTD)
+1.93%
Peer Avg (YTD)
+0.12%
vs Peers
+1.81%

TFAIX Mutual Fund Performance

TFAIX performance across multiple time periods: 1-month 0.71%, YTD 1.93%, 1-year 3.99%, 3-year 7.04%, 5-year 5.85%, 10-year 5.01%.

TFAIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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