TAGBX Mutual Fund

TAGBX Mutual Fund

NAV$3.13
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Returns Overview

1 Month
+1.88%
3 Months
+6.06%
6 Months
+6.46%
YTD
+15.58%
1 Year
+24.20%
3 Years (annualized)
+16.29%
5 Years (annualized)
+6.58%
10 Years (annualized)
+5.06%

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
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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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+15.58%
Peer Avg (YTD)
+6.28%
vs Peers
+9.30%

TAGBX Mutual Fund Performance

TAGBX performance across multiple time periods: 1-month 1.88%, YTD 15.58%, 1-year 24.20%, 3-year 16.29%, 5-year 6.58%, 10-year 5.06%.

TAGBX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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