TFHAX Mutual Fund

TFHAX Mutual Fund

NAV$9.55
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Returns Overview

1 Month
+0.22%
3 Months
-0.31%
6 Months
-0.41%
YTD
+1.72%
1 Year
+5.28%
3 Years (annualized)
+4.99%
5 Years (annualized)
+1.48%
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
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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
Bloomberg Barclays 65% HG/ 35% High Yield Index(^BB65HG35HY)
This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
+0.15%
vs Peers
+1.57%

TFHAX Mutual Fund Performance

TFHAX performance across multiple time periods: 1-month 0.22%, YTD 1.72%, 1-year 5.28%, 3-year 4.99%, 5-year 1.48%, 10-year 2.57%.

TFHAX returns outperform the peer average of 0.15% 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.