TAGHX Mutual Fund

TAGHX Mutual Fund

NAV$36.62
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Returns Overview

1 Month
-4.30%
3 Months
+0.98%
6 Months
+3.65%
YTD
+2.92%
1 Year
+10.52%
3 Years (annualized)
+18.61%
5 Years (annualized)
+9.83%
10 Years (annualized)
+16.00%

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
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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)
+2.92%
Peer Avg (YTD)
+6.23%
vs Peers
-3.31%

TAGHX Mutual Fund Performance

TAGHX performance across multiple time periods: 1-month -4.30%, YTD 2.92%, 1-year 10.52%, 3-year 18.61%, 5-year 9.83%, 10-year 16.00%.

TAGHX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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