TAFTX Mutual Fund

TAFTX Mutual Fund

NAV$15.82
See how much of TAFTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.47%
3 Months
-6.27%
6 Months
-3.05%
YTD
-2.64%
1 Year
-2.86%
3 Years (annualized)
+3.63%
5 Years (annualized)
+0.46%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAFTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
-2.64%
Peer Avg (YTD)
-3.88%
vs Peers
+1.24%

TAFTX Mutual Fund Performance

TAFTX performance across multiple time periods: 1-month -4.47%, YTD -2.64%, 1-year -2.86%, 3-year 3.63%, 5-year 0.46%, 10-year 1.85%.

TAFTX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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