TANDX Mutual Fund

TANDX Mutual Fund

NAV$32.54
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Returns Overview

1 Month
-6.65%
3 Months
+1.69%
6 Months
-2.52%
YTD
-10.24%
1 Year
-11.61%
3 Years (annualized)
+3.05%
5 Years (annualized)
+2.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TANDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-10.24%
Peer Avg (YTD)
+9.98%
vs Peers
-20.22%

TANDX Mutual Fund Performance

TANDX performance across multiple time periods: 1-month -6.65%, YTD -10.24%, 1-year -11.61%, 3-year 3.05%, 5-year 2.19%.

TANDX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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