TUNAX Mutual Fund

TUNAX Mutual Fund

NAV$8.39
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Returns Overview

1 Month
-2.58%
3 Months
-2.64%
6 Months
-0.60%
YTD
-1.14%
1 Year
-0.12%
3 Years (annualized)
+6.06%
5 Years (annualized)
+2.50%
10 Years (annualized)
+3.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TUNAX 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
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
-1.14%
Peer Avg (YTD)
+0.50%
vs Peers
-1.64%

TUNAX Mutual Fund Performance

TUNAX performance across multiple time periods: 1-month -2.58%, YTD -1.14%, 1-year -0.12%, 3-year 6.06%, 5-year 2.50%, 10-year 3.42%.

TUNAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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