TCAGX Mutual Fund

TCAGX Mutual Fund

NAV$12.06
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Returns Overview

1 Month
-0.33%
3 Months
-9.80%
6 Months
+13.99%
YTD
+22.81%
1 Year
+30.01%
3 Years (annualized)
+27.39%
5 Years (annualized)
+12.27%
10 Years (annualized)
+14.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCAGX 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)
+22.81%
Peer Avg (YTD)
+6.73%
vs Peers
+16.08%

TCAGX Mutual Fund Performance

TCAGX performance across multiple time periods: 1-month -0.33%, YTD 22.81%, 1-year 30.01%, 3-year 27.39%, 5-year 12.27%, 10-year 14.25%.

TCAGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 2.36%, investors should weigh costs against performance when evaluating this mutual fund.

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