TAGBX Mutual Fund

TAGBX Mutual Fund

NAV$3.17
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Returns Overview

1 Month
+1.39%
3 Months
-0.32%
6 Months
+5.60%
YTD
+11.87%
1 Year
+17.27%
3 Years (annualized)
+18.32%
5 Years (annualized)
+6.67%
10 Years (annualized)
+4.79%

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)
+11.87%
Peer Avg (YTD)
+5.30%
vs Peers
+6.56%

TAGBX Mutual Fund Performance

TAGBX performance across multiple time periods: 1-month 1.39%, YTD 11.87%, 1-year 17.27%, 3-year 18.32%, 5-year 6.67%, 10-year 4.79%.

TAGBX returns outperform the peer average of 5.30% 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.