TAHTX Mutual Fund

TAHTX Mutual Fund

NAV$7.81
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Returns Overview

1 Month
-2.50%
3 Months
-1.84%
6 Months
+0.53%
YTD
-0.17%
1 Year
+1.69%
3 Years (annualized)
+7.94%
5 Years (annualized)
+3.46%
10 Years (annualized)
+4.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAHTX 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
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
-0.17%
Peer Avg (YTD)
+0.50%
vs Peers
-0.67%

TAHTX Mutual Fund Performance

TAHTX performance across multiple time periods: 1-month -2.50%, YTD -0.17%, 1-year 1.69%, 3-year 7.94%, 5-year 3.46%, 10-year 4.37%.

TAHTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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