TAGGX Mutual Fund

TAGGX Mutual Fund

NAV$31.25
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Returns Overview

1 Month
-1.24%
3 Months
+0.23%
6 Months
+12.54%
YTD
+9.28%
1 Year
+13.11%
3 Years (annualized)
+18.28%
5 Years (annualized)
+10.15%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAGGX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.28%
Peer Avg (YTD)
+9.98%
vs Peers
-0.70%

TAGGX Mutual Fund Performance

TAGGX performance across multiple time periods: 1-month -1.24%, YTD 9.28%, 1-year 13.11%, 3-year 18.28%, 5-year 10.15%, 10-year 11.18%.

TAGGX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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