TACLX Mutual Fund

TACLX Mutual Fund

NAV$22.84
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Returns Overview

1 Month
-3.15%
3 Months
-2.08%
6 Months
+7.48%
YTD
+8.26%
1 Year
+8.82%
3 Years (annualized)
+12.33%
5 Years (annualized)
+7.36%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TACLX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+9.98%
vs Peers
-1.72%

TACLX Mutual Fund Performance

TACLX performance across multiple time periods: 1-month -3.15%, YTD 8.26%, 1-year 8.82%, 3-year 12.33%, 5-year 7.36%, 10-year 10.37%.

TACLX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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