TAIWX Mutual Fund

TAIWX Mutual Fund

NAV$15.62
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Returns Overview

1 Month
-1.45%
3 Months
+1.83%
6 Months
+13.78%
YTD
+18.44%
1 Year
+21.49%
3 Years (annualized)
+23.43%
5 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAIWX 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
MSCI All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+18.44%
Peer Avg (YTD)
+10.34%
vs Peers
+8.09%

TAIWX Mutual Fund Performance

TAIWX performance across multiple time periods: 1-month -1.45%, YTD 18.44%, 1-year 21.49%, 3-year 23.43%, 5-year 10.43%.

TAIWX returns outperform the peer average of 10.34% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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