TFSAX Mutual Fund

TFSAX Mutual Fund

NAV$8.39
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Returns Overview

1 Month
-1.94%
3 Months
-2.58%
6 Months
+0.01%
YTD
-0.86%
1 Year
+0.43%
3 Years (annualized)
+7.81%
5 Years (annualized)
+0.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFSAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
-0.86%
Peer Avg (YTD)
+0.50%
vs Peers
-1.36%

TFSAX Mutual Fund Performance

TFSAX performance across multiple time periods: 1-month -1.94%, YTD -0.86%, 1-year 0.43%, 3-year 7.81%, 5-year 0.04%.

TFSAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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