TAGBX Mutual Fund

NAV$3.25

Returns Overview

1 Month
+0.11%
3 Months
+7.22%
6 Months
+8.65%
YTD
+7.91%
1 Year
+20.70%
3 Years (annualized)
+14.06%
5 Years (annualized)
+5.14%
10 Years (annualized)
+4.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAGBX 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

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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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+5.87%
vs Peers
+2.04%

TAGBX Mutual Fund Performance

TAGBX performance across multiple time periods: 1-month 0.11%, YTD 7.91%, 1-year 20.70%, 3-year 14.06%, 5-year 5.14%, 10-year 4.95%.

TAGBX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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