TAGBX Mutual Fund

TAGBX Mutual Fund

NAV$3.26
See how much of TAGBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.99%
3 Months
+5.93%
6 Months
+8.06%
YTD
+12.22%
1 Year
+25.99%
3 Years (annualized)
+13.99%
5 Years (annualized)
+6.33%
10 Years (annualized)
+5.05%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+12.22%
Peer Avg (YTD)
+5.54%
vs Peers
+6.68%

TAGBX Mutual Fund Performance

TAGBX performance across multiple time periods: 1-month 3.99%, YTD 12.22%, 1-year 25.99%, 3-year 13.99%, 5-year 6.33%, 10-year 5.05%.

TAGBX returns outperform the peer average of 5.54% 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.