TCAGX Mutual Fund

TCAGX Mutual Fund

NAV$12.12
See how much of TCAGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-10.77%
3 Months
-1.00%
6 Months
+14.16%
YTD
+24.66%
1 Year
+36.77%
3 Years (annualized)
+22.99%
5 Years (annualized)
+11.06%
10 Years (annualized)
+13.45%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+24.66%
Peer Avg (YTD)
+9.54%
vs Peers
+15.12%

TCAGX Mutual Fund Performance

TCAGX performance across multiple time periods: 1-month -10.77%, YTD 24.66%, 1-year 36.77%, 3-year 22.99%, 5-year 11.06%, 10-year 13.45%.

TCAGX returns outperform the peer average of 9.54% 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.