TFAQX Mutual Fund

TFAQX Mutual Fund

NAV$11.71
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Returns Overview

1 Month
-2.95%
3 Months
-0.08%
6 Months
+3.59%
YTD
+4.78%
1 Year
+2.12%
3 Years (annualized)
+16.47%
5 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFAQX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.78%
Peer Avg (YTD)
+3.99%
vs Peers
+0.79%

TFAQX Mutual Fund Performance

TFAQX performance across multiple time periods: 1-month -2.95%, YTD 4.78%, 1-year 2.12%, 3-year 16.47%, 5-year 6.22%.

TFAQX returns outperform the peer average of 3.99% YTD. With an expense ratio of 2.67%, investors should weigh costs against performance when evaluating this mutual fund.

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