TAGHX Mutual Fund

TAGHX Mutual Fund

NAV$37.92
See how much of TAGHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.60%
3 Months
+1.96%
6 Months
+21.25%
YTD
+9.65%
1 Year
+11.37%
3 Years (annualized)
+24.32%
5 Years (annualized)
+11.95%
10 Years (annualized)
+16.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAGHX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.65%
Peer Avg (YTD)
+8.67%
vs Peers
+0.99%

TAGHX Mutual Fund Performance

TAGHX performance across multiple time periods: 1-month 2.60%, YTD 9.65%, 1-year 11.37%, 3-year 24.32%, 5-year 11.95%, 10-year 16.00%.

TAGHX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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