TAGRX Mutual Fund

TAGRX Mutual Fund

NAV$69.97
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Returns Overview

1 Month
-3.08%
3 Months
+3.25%
6 Months
+13.40%
YTD
+3.71%
1 Year
+6.33%
3 Years (annualized)
+15.65%
5 Years (annualized)
+7.56%
10 Years (annualized)
+12.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAGRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+9.98%
vs Peers
-6.27%

TAGRX Mutual Fund Performance

TAGRX performance across multiple time periods: 1-month -3.08%, YTD 3.71%, 1-year 6.33%, 3-year 15.65%, 5-year 7.56%, 10-year 12.45%.

TAGRX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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