TAALX Mutual Fund

TAALX Mutual Fund

NAV$15.20
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Returns Overview

1 Month
-1.83%
3 Months
-0.40%
6 Months
+9.79%
YTD
+6.44%
1 Year
+9.96%
3 Years (annualized)
+15.55%
5 Years (annualized)
+6.47%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAALX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.44%
Peer Avg (YTD)
+4.96%
vs Peers
+1.48%

TAALX Mutual Fund Performance

TAALX performance across multiple time periods: 1-month -1.83%, YTD 6.44%, 1-year 9.96%, 3-year 15.55%, 5-year 6.47%, 10-year 8.33%.

TAALX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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