TCGAX Mutual Fund

TCGAX Mutual Fund

NAV$11.69
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Returns Overview

1 Month
+1.30%
3 Months
-0.68%
6 Months
+0.87%
YTD
+5.04%
1 Year
+6.53%
3 Years (annualized)
+9.90%
5 Years (annualized)
+2.71%
10 Years (annualized)
+4.10%

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
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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
Dow Jones Moderate Portfolio Index(^DOWJMPI)
This Mutual Fund (YTD)
+5.04%
Peer Avg (YTD)
+5.30%
vs Peers
-0.26%

TCGAX Mutual Fund Performance

TCGAX performance across multiple time periods: 1-month 1.30%, YTD 5.04%, 1-year 6.53%, 3-year 9.90%, 5-year 2.71%, 10-year 4.10%.

TCGAX returns trail the peer average of 5.30% 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.