TAGRX Mutual Fund

TAGRX Mutual Fund

NAV$67.95
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Returns Overview

1 Month
+2.95%
3 Months
+1.69%
6 Months
+3.55%
YTD
+3.41%
1 Year
+11.47%
3 Years (annualized)
+13.70%
5 Years (annualized)
+7.66%
10 Years (annualized)
+12.29%

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)
+3.41%
Peer Avg (YTD)
+9.41%
vs Peers
-6.01%

TAGRX Mutual Fund Performance

TAGRX performance across multiple time periods: 1-month 2.95%, YTD 3.41%, 1-year 11.47%, 3-year 13.70%, 5-year 7.66%, 10-year 12.29%.

TAGRX returns trail the peer average of 9.41% 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.