TAGIX Mutual Fund

TAGIX Mutual Fund

NAV$19.18
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Returns Overview

1 Month
+0.16%
3 Months
+4.71%
6 Months
+7.05%
YTD
+9.44%
1 Year
+20.20%
3 Years (annualized)
+18.00%
5 Years (annualized)
+9.60%
10 Years (annualized)
+11.14%

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
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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)
+9.44%
Peer Avg (YTD)
+6.57%
vs Peers
+2.87%

TAGIX Mutual Fund Performance

TAGIX performance across multiple time periods: 1-month 0.16%, YTD 9.44%, 1-year 20.20%, 3-year 18.00%, 5-year 9.60%, 10-year 11.14%.

TAGIX returns outperform the peer average of 6.57% 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.