TAAGX Mutual Fund

TAAGX Mutual Fund

NAV$17.51
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Returns Overview

1 Month
-0.23%
3 Months
-9.55%
6 Months
+14.51%
YTD
+23.64%
1 Year
+31.07%
3 Years (annualized)
+25.58%
5 Years (annualized)
+11.64%
10 Years (annualized)
+14.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAAGX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+23.64%
Peer Avg (YTD)
+6.72%
vs Peers
+16.92%

TAAGX Mutual Fund Performance

TAAGX performance across multiple time periods: 1-month -0.23%, YTD 23.64%, 1-year 31.07%, 3-year 25.58%, 5-year 11.64%, 10-year 14.35%.

TAAGX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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