TAGRX Mutual Fund

TAGRX Mutual Fund

NAV$69.45
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Returns Overview

1 Month
+3.48%
3 Months
+3.38%
6 Months
+9.90%
YTD
+7.01%
1 Year
+12.33%
3 Years (annualized)
+15.65%
5 Years (annualized)
+7.56%
10 Years (annualized)
+12.45%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+11.21%
vs Peers
-4.20%

TAGRX Mutual Fund Performance

TAGRX performance across multiple time periods: 1-month 3.48%, YTD 7.01%, 1-year 12.33%, 3-year 15.65%, 5-year 7.56%, 10-year 12.45%.

TAGRX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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