TAGHX Mutual Fund

TAGHX Mutual Fund

NAV$37.98
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Returns Overview

1 Month
+3.84%
3 Months
-2.49%
6 Months
+11.78%
YTD
+6.87%
1 Year
+13.97%
3 Years (annualized)
+24.32%
5 Years (annualized)
+11.95%
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)
+6.87%
Peer Avg (YTD)
+8.51%
vs Peers
-1.64%

TAGHX Mutual Fund Performance

TAGHX performance across multiple time periods: 1-month 3.84%, YTD 6.87%, 1-year 13.97%, 3-year 24.32%, 5-year 11.95%, 10-year 16.00%.

TAGHX returns trail the peer average of 8.51% 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.