TADAX Mutual Fund

TADAX Mutual Fund

NAV$35.30
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Returns Overview

1 Month
+2.59%
3 Months
+1.87%
6 Months
+21.05%
YTD
+9.40%
1 Year
+11.03%
3 Years (annualized)
+20.23%
5 Years (annualized)
+9.30%
10 Years (annualized)
+16.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TADAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.40%
Peer Avg (YTD)
+8.68%
vs Peers
+0.72%

TADAX Mutual Fund Performance

TADAX performance across multiple time periods: 1-month 2.59%, YTD 9.40%, 1-year 11.03%, 3-year 20.23%, 5-year 9.30%, 10-year 16.01%.

TADAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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