TCAGX Mutual Fund

TCAGX Mutual Fund

NAV$12.06
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Returns Overview

1 Month
+1.43%
3 Months
-4.42%
6 Months
+9.01%
YTD
+26.44%
1 Year
+38.42%
3 Years (annualized)
+27.39%
5 Years (annualized)
+12.27%
10 Years (annualized)
+14.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCAGX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+26.44%
Peer Avg (YTD)
+9.89%
vs Peers
+16.55%

TCAGX Mutual Fund Performance

TCAGX performance across multiple time periods: 1-month 1.43%, YTD 26.44%, 1-year 38.42%, 3-year 27.39%, 5-year 12.27%, 10-year 14.25%.

TCAGX returns outperform the peer average of 9.89% YTD. With an expense ratio of 2.36%, investors should weigh costs against performance when evaluating this mutual fund.

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