TNUAX Mutual Fund

TNUAX Mutual Fund

NAV$8.26
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Returns Overview

3 Months
+1.24%
6 Months
+0.99%
YTD
+2.57%
1 Year
+4.97%
3 Years (annualized)
+4.63%
5 Years (annualized)
-1.02%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNUAX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.57%
Peer Avg (YTD)
+2.15%
vs Peers
+0.42%

TNUAX Mutual Fund Performance

TNUAX performance across multiple time periods: YTD 2.57%, 1-year 4.97%, 3-year 4.63%, 5-year -1.02%, 10-year 2.23%.

TNUAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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