TFAGX Mutual Fund

TFAGX Mutual Fund

NAV$13.06
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Returns Overview

1 Month
+3.28%
3 Months
-0.54%
6 Months
+7.86%
YTD
+6.79%
1 Year
+14.89%
3 Years (annualized)
+16.29%
5 Years (annualized)
+7.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFAGX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.79%
Peer Avg (YTD)
+7.17%
vs Peers
-0.38%

TFAGX Mutual Fund Performance

TFAGX performance across multiple time periods: 1-month 3.28%, YTD 6.79%, 1-year 14.89%, 3-year 16.29%, 5-year 7.41%.

TFAGX returns trail the peer average of 7.17% YTD. With an expense ratio of 2.48%, investors should weigh costs against performance when evaluating this mutual fund.

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