TAEDX Mutual Fund

TAEDX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
-2.88%
3 Months
-2.49%
6 Months
+3.50%
YTD
+2.76%
1 Year
+6.67%
3 Years (annualized)
+10.28%
5 Years (annualized)
+3.53%
10 Years (annualized)
+4.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAEDX 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
Transamerica Emerging Markets Debt Blended Benchmark
This Mutual Fund (YTD)
+2.76%
Peer Avg (YTD)
+0.32%
vs Peers
+2.45%

TAEDX Mutual Fund Performance

TAEDX performance across multiple time periods: 1-month -2.88%, YTD 2.76%, 1-year 6.67%, 3-year 10.28%, 5-year 3.53%, 10-year 4.20%.

TAEDX returns outperform the peer average of 0.32% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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