TRGRX Mutual Fund

TRGRX Mutual Fund

NAV$17.70
See how much of TRGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.15%
3 Months
-4.64%
6 Months
+2.05%
YTD
+2.57%
1 Year
+1.94%
3 Years (annualized)
+7.93%
5 Years (annualized)
-0.06%
10 Years (annualized)
+3.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRGRX 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
FTSE EPRA Nareit Developed Index Net Total Return(^FEPRANDONTR)
This Mutual Fund (YTD)
+2.57%
Peer Avg (YTD)
+4.73%
vs Peers
-2.16%

TRGRX Mutual Fund Performance

TRGRX performance across multiple time periods: 1-month -5.15%, YTD 2.57%, 1-year 1.94%, 3-year 7.93%, 5-year -0.06%, 10-year 3.12%.

TRGRX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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