TAGIX Mutual Fund

NAV$19.37

Returns Overview

1 Month
-0.16%
3 Months
+13.87%
6 Months
+9.97%
YTD
+9.26%
1 Year
+21.69%
3 Years (annualized)
+19.08%
5 Years (annualized)
+9.69%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAGIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.26%
Peer Avg (YTD)
+6.73%
vs Peers
+2.54%

TAGIX Mutual Fund Performance

TAGIX performance across multiple time periods: 1-month -0.16%, YTD 9.26%, 1-year 21.69%, 3-year 19.08%, 5-year 9.69%, 10-year 11.56%.

TAGIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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