TFSAX Mutual Fund

TFSAX Mutual Fund

NAV$8.44
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Returns Overview

1 Month
+0.64%
3 Months
-1.43%
6 Months
-0.54%
YTD
-0.23%
1 Year
+0.47%
3 Years (annualized)
+7.91%
5 Years (annualized)
+2.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFSAX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
-0.23%
Peer Avg (YTD)
+1.93%
vs Peers
-2.15%

TFSAX Mutual Fund Performance

TFSAX performance across multiple time periods: 1-month 0.64%, YTD -0.23%, 1-year 0.47%, 3-year 7.91%, 5-year 2.53%.

TFSAX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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