TAUSX Mutual Fund

TAUSX Mutual Fund

NAV$8.67
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Returns Overview

1 Month
-2.90%
3 Months
-3.94%
6 Months
-3.30%
YTD
-3.43%
1 Year
-2.48%
3 Years (annualized)
+3.92%
5 Years (annualized)
-0.73%
10 Years (annualized)
+1.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAUSX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-3.43%
Peer Avg (YTD)
+0.50%
vs Peers
-3.93%

TAUSX Mutual Fund Performance

TAUSX performance across multiple time periods: 1-month -2.90%, YTD -3.43%, 1-year -2.48%, 3-year 3.92%, 5-year -0.73%, 10-year 1.29%.

TAUSX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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