TCGRX Mutual Fund

TCGRX Mutual Fund

NAV$36.06
See how much of TCGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.32%
3 Months
-2.72%
6 Months
+4.86%
YTD
-2.13%
1 Year
-0.68%
3 Years (annualized)
+10.83%
5 Years (annualized)
+4.34%
10 Years (annualized)
+13.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCGRX 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 2500 Growth Total Return(^R25IGTR)
This Mutual Fund (YTD)
-2.13%
Peer Avg (YTD)
+1.79%
vs Peers
-3.92%

TCGRX Mutual Fund Performance

TCGRX performance across multiple time periods: 1-month -1.32%, YTD -2.13%, 1-year -0.68%, 3-year 10.83%, 5-year 4.34%, 10-year 13.26%.

TCGRX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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