TADGX Mutual Fund

TADGX Mutual Fund

NAV$88.98
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Returns Overview

1 Month
+0.55%
3 Months
+3.96%
6 Months
+5.76%
YTD
+10.54%
1 Year
+15.96%
3 Years (annualized)
+15.04%
5 Years (annualized)
+9.19%
10 Years (annualized)
+12.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TADGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.54%
Peer Avg (YTD)
+11.21%
vs Peers
-0.67%

TADGX Mutual Fund Performance

TADGX performance across multiple time periods: 1-month 0.55%, YTD 10.54%, 1-year 15.96%, 3-year 15.04%, 5-year 9.19%, 10-year 12.52%.

TADGX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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