TAGDX Mutual Fund

TAGDX Mutual Fund

NAV$12.45
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Returns Overview

1 Month
+6.58%
3 Months
-2.33%
6 Months
+11.78%
YTD
+3.58%
1 Year
+4.83%
3 Years (annualized)
+29.75%
5 Years (annualized)
+11.97%
10 Years (annualized)
+15.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAGDX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.58%
Peer Avg (YTD)
+8.51%
vs Peers
-4.93%

TAGDX Mutual Fund Performance

TAGDX performance across multiple time periods: 1-month 6.58%, YTD 3.58%, 1-year 4.83%, 3-year 29.75%, 5-year 11.97%, 10-year 15.08%.

TAGDX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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