TASZX Mutual Fund

TASZX Mutual Fund

NAV$25.18
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Returns Overview

1 Month
-4.87%
3 Months
-3.28%
6 Months
+9.20%
YTD
+16.99%
1 Year
+23.29%
3 Years (annualized)
+16.53%
5 Years (annualized)
+12.63%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TASZX 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 USA All Cap Index
This Mutual Fund (YTD)
+16.99%
Peer Avg (YTD)
+10.34%
vs Peers
+6.65%

TASZX Mutual Fund Performance

TASZX performance across multiple time periods: 1-month -4.87%, YTD 16.99%, 1-year 23.29%, 3-year 16.53%, 5-year 12.63%, 10-year 10.94%.

TASZX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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