TAGFX Mutual Fund

TAGFX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
-5.45%
3 Months
+3.88%
6 Months
+8.21%
YTD
+6.36%
1 Year
+1.19%
3 Years (annualized)
+11.90%
5 Years (annualized)
+3.23%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAGFX 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)
+6.36%
Peer Avg (YTD)
+9.54%
vs Peers
-3.18%

TAGFX Mutual Fund Performance

TAGFX performance across multiple time periods: 1-month -5.45%, YTD 6.36%, 1-year 1.19%, 3-year 11.90%, 5-year 3.23%, 10-year 9.54%.

TAGFX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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