TAGFX Mutual Fund

TAGFX Mutual Fund

NAV$9.50
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Returns Overview

1 Month
-2.51%
3 Months
-5.86%
6 Months
+11.75%
YTD
+4.72%
1 Year
+1.61%
3 Years (annualized)
+13.22%
5 Years (annualized)
+3.17%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAGFX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.72%
Peer Avg (YTD)
+6.72%
vs Peers
-2.00%

TAGFX Mutual Fund Performance

TAGFX performance across multiple time periods: 1-month -2.51%, YTD 4.72%, 1-year 1.61%, 3-year 13.22%, 5-year 3.17%, 10-year 9.54%.

TAGFX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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