TAGHX Mutual Fund

NAV$36.99

Returns Overview

1 Month
-1.88%
3 Months
+18.92%
6 Months
+7.51%
YTD
+7.55%
1 Year
+19.70%
3 Years (annualized)
+25.04%
5 Years (annualized)
+13.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAGHX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.55%
Peer Avg (YTD)
+8.97%
vs Peers
-1.43%

TAGHX Mutual Fund Performance

TAGHX performance across multiple time periods: 1-month -1.88%, YTD 7.55%, 1-year 19.70%, 3-year 25.04%, 5-year 13.45%.

TAGHX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

TAGHX performance comparison shows side-by-side returns with another fund. TAGHX alternatives are available in the Mutual Fund Screener.