TAAGX Mutual Fund

NAV$18.17

Returns Overview

1 Month
+5.62%
3 Months
+26.60%
6 Months
+40.16%
YTD
+36.70%
1 Year
+58.58%
3 Years (annualized)
+33.21%
5 Years (annualized)
+19.47%
10 Years (annualized)
+19.53%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+36.70%
Peer Avg (YTD)
+10.82%
vs Peers
+25.88%

TAAGX Mutual Fund Performance

TAAGX performance across multiple time periods: 1-month 5.62%, YTD 36.70%, 1-year 58.58%, 3-year 33.21%, 5-year 19.47%, 10-year 19.53%.

TAAGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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