TFHAX Mutual Fund

TFHAX Mutual Fund

NAV$9.84
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Returns Overview

1 Month
-1.24%
3 Months
+0.11%
6 Months
+0.56%
YTD
+1.50%
1 Year
+5.70%
3 Years (annualized)
+4.94%
5 Years (annualized)
+1.59%
10 Years (annualized)
+2.57%

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
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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)
+1.50%
Peer Avg (YTD)
+0.23%
vs Peers
+1.27%

TFHAX Mutual Fund Performance

TFHAX performance across multiple time periods: 1-month -1.24%, YTD 1.50%, 1-year 5.70%, 3-year 4.94%, 5-year 1.59%, 10-year 2.57%.

TFHAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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