TCAGX Mutual Fund

NAV$12.53

Returns Overview

1 Month
+5.61%
3 Months
+26.37%
6 Months
+39.71%
YTD
+36.15%
1 Year
+57.42%
3 Years (annualized)
+31.73%
5 Years (annualized)
+15.77%
10 Years (annualized)
+15.80%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+36.15%
Peer Avg (YTD)
+10.82%
vs Peers
+25.33%

TCAGX Mutual Fund Performance

TCAGX performance across multiple time periods: 1-month 5.61%, YTD 36.15%, 1-year 57.42%, 3-year 31.73%, 5-year 15.77%, 10-year 15.80%.

TCAGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.36%, investors should weigh costs against performance when evaluating this mutual fund.

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