TRGMX Mutual Fund

TRGMX Mutual Fund

NAV$20.07
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Returns Overview

1 Month
+0.51%
3 Months
-1.56%
6 Months
+9.40%
YTD
+1.93%
1 Year
-2.24%
3 Years (annualized)
+6.44%
5 Years (annualized)
-2.89%
10 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRGMX 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
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📉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)
+1.93%
Peer Avg (YTD)
+6.72%
vs Peers
-4.79%

TRGMX Mutual Fund Performance

TRGMX performance across multiple time periods: 1-month 0.51%, YTD 1.93%, 1-year -2.24%, 3-year 6.44%, 5-year -2.89%, 10-year 7.69%.

TRGMX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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