TADCX Mutual Fund

TADCX Mutual Fund

NAV$28.30
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Returns Overview

1 Month
+2.49%
3 Months
+1.67%
6 Months
+20.54%
YTD
+8.74%
1 Year
+10.16%
3 Years (annualized)
+19.29%
5 Years (annualized)
+8.38%
10 Years (annualized)
+15.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TADCX 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)
+8.74%
Peer Avg (YTD)
+8.68%
vs Peers
+0.06%

TADCX Mutual Fund Performance

TADCX performance across multiple time periods: 1-month 2.49%, YTD 8.74%, 1-year 10.16%, 3-year 19.29%, 5-year 8.38%, 10-year 15.06%.

TADCX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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