TFAZX Mutual Fund

TFAZX Mutual Fund

NAV$8.63
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Returns Overview

1 Month
-1.62%
3 Months
-0.70%
6 Months
-0.35%
YTD
+0.24%
1 Year
+3.75%
3 Years (annualized)
+2.53%
5 Years (annualized)
-0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFAZX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+0.24%
Peer Avg (YTD)
+5.54%
vs Peers
-5.30%

TFAZX Mutual Fund Performance

TFAZX performance across multiple time periods: 1-month -1.62%, YTD 0.24%, 1-year 3.75%, 3-year 2.53%, 5-year -0.85%.

TFAZX returns trail the peer average of 5.54% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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