TFAZX Mutual Fund

TFAZX Mutual Fund

NAV$8.53
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Returns Overview

1 Month
-1.16%
3 Months
-1.50%
6 Months
+1.79%
YTD
+0.35%
1 Year
+0.86%
3 Years (annualized)
+3.62%
5 Years (annualized)
-0.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFAZX 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
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📉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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+4.96%
vs Peers
-4.61%

TFAZX Mutual Fund Performance

TFAZX performance across multiple time periods: 1-month -1.16%, YTD 0.35%, 1-year 0.86%, 3-year 3.62%, 5-year -0.68%.

TFAZX returns trail the peer average of 4.96% YTD. With an expense ratio of 2.72%, investors should weigh costs against performance when evaluating this mutual fund.

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