TAGRX Mutual Fund

NAV$70.31

Returns Overview

1 Month
-2.97%
3 Months
+9.83%
6 Months
+0.72%
YTD
+0.44%
1 Year
+9.02%
3 Years (annualized)
+13.95%
5 Years (annualized)
+9.01%
10 Years (annualized)
+13.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAGRX 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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.44%
Peer Avg (YTD)
+9.51%
vs Peers
-9.07%

TAGRX Mutual Fund Performance

TAGRX performance across multiple time periods: 1-month -2.97%, YTD 0.44%, 1-year 9.02%, 3-year 13.95%, 5-year 9.01%, 10-year 13.40%.

TAGRX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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