TAGIX Mutual Fund

TAGIX Mutual Fund

NAV$19.23
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Returns Overview

1 Month
+2.36%
3 Months
+2.36%
6 Months
+9.14%
YTD
+12.02%
1 Year
+20.23%
3 Years (annualized)
+19.90%
5 Years (annualized)
+9.67%
10 Years (annualized)
+11.30%

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
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📉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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+12.02%
Peer Avg (YTD)
+7.17%
vs Peers
+4.84%

TAGIX Mutual Fund Performance

TAGIX performance across multiple time periods: 1-month 2.36%, YTD 12.02%, 1-year 20.23%, 3-year 19.90%, 5-year 9.67%, 10-year 11.30%.

TAGIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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