TFAQX Mutual Fund

TFAQX Mutual Fund

NAV$12.38
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Returns Overview

1 Month
+0.08%
3 Months
-1.45%
6 Months
+15.97%
YTD
+7.96%
1 Year
+9.16%
3 Years (annualized)
+14.49%
5 Years (annualized)
+2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFAQX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.96%
Peer Avg (YTD)
+5.41%
vs Peers
+2.55%

TFAQX Mutual Fund Performance

TFAQX performance across multiple time periods: 1-month 0.08%, YTD 7.96%, 1-year 9.16%, 3-year 14.49%, 5-year 2.05%.

TFAQX returns outperform the peer average of 5.41% YTD. With an expense ratio of 2.67%, investors should weigh costs against performance when evaluating this mutual fund.

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