TFHAX Mutual Fund

TFHAX Mutual Fund

NAV$9.94
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.40%
3 Months
+1.98%
6 Months
+2.44%
YTD
+2.44%
1 Year
+6.81%
3 Years (annualized)
+5.13%
5 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFHAX 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
Bloomberg Barclays 65% HG/ 35% High Yield Index(^BB65HG35HY)
This Mutual Fund (YTD)
+2.44%
Peer Avg (YTD)
+1.79%
vs Peers
+0.65%

TFHAX Mutual Fund Performance

TFHAX performance across multiple time periods: 1-month 0.40%, YTD 2.44%, 1-year 6.81%, 3-year 5.13%, 5-year 1.75%.

TFHAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

TFHAX performance comparison shows side-by-side returns with another fund. TFHAX alternatives are available in the Mutual Fund Screener.