TCGAX Mutual Fund

TCGAX Mutual Fund

NAV$11.94
See how much of TCGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.69%
3 Months
+1.56%
6 Months
+3.62%
YTD
+5.77%
1 Year
+10.66%
3 Years (annualized)
+7.74%
5 Years (annualized)
+2.88%
10 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCGAX 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
Dow Jones Moderate Portfolio Index(^DOWJMPI)
This Mutual Fund (YTD)
+5.77%
Peer Avg (YTD)
+5.54%
vs Peers
+0.23%

TCGAX Mutual Fund Performance

TCGAX performance across multiple time periods: 1-month 0.69%, YTD 5.77%, 1-year 10.66%, 3-year 7.74%, 5-year 2.88%, 10-year 4.66%.

TCGAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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