TAAMX Mutual Fund

TAAMX Mutual Fund

NAV$13.03
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Returns Overview

1 Month
-2.12%
3 Months
-1.30%
6 Months
+6.08%
YTD
+3.69%
1 Year
+6.46%
3 Years (annualized)
+11.84%
5 Years (annualized)
+4.48%
10 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAAMX 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)
+3.69%
Peer Avg (YTD)
+6.10%
vs Peers
-2.41%

TAAMX Mutual Fund Performance

TAAMX performance across multiple time periods: 1-month -2.12%, YTD 3.69%, 1-year 6.46%, 3-year 11.84%, 5-year 4.48%, 10-year 6.39%.

TAAMX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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