TCGAX Mutual Fund

TCGAX Mutual Fund

NAV$11.61
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Returns Overview

1 Month
-3.44%
3 Months
-1.29%
6 Months
+2.86%
YTD
+3.69%
1 Year
+4.79%
3 Years (annualized)
+8.95%
5 Years (annualized)
+3.04%
10 Years (annualized)
+4.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCGAX 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
Dow Jones Moderate Portfolio Index(^DOWJMPI)
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+4.96%
vs Peers
-1.27%

TCGAX Mutual Fund Performance

TCGAX performance across multiple time periods: 1-month -3.44%, YTD 3.69%, 1-year 4.79%, 3-year 8.95%, 5-year 3.04%, 10-year 4.86%.

TCGAX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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