TAAGX Mutual Fund

TAAGX Mutual Fund

NAV$15.34
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Returns Overview

1 Month
-3.20%
3 Months
-2.02%
6 Months
-2.75%
YTD
+19.69%
1 Year
+21.35%
3 Years (annualized)
+29.30%
5 Years (annualized)
+10.42%
10 Years (annualized)
+14.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAAGX 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)
+19.69%
Peer Avg (YTD)
+8.01%
vs Peers
+11.68%

TAAGX Mutual Fund Performance

TAAGX performance across multiple time periods: 1-month -3.20%, YTD 19.69%, 1-year 21.35%, 3-year 29.30%, 5-year 10.42%, 10-year 14.44%.

TAAGX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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