TFCGX Mutual Fund

NAV$25.33

Returns Overview

1 Month
+6.26%
3 Months
+33.52%
6 Months
+18.20%
YTD
+17.55%
1 Year
+30.34%
3 Years (annualized)
+16.06%
5 Years (annualized)
-1.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFCGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+17.55%
Peer Avg (YTD)
+16.06%
vs Peers
+1.49%

TFCGX Mutual Fund Performance

TFCGX performance across multiple time periods: 1-month 6.26%, YTD 17.55%, 1-year 30.34%, 3-year 16.06%, 5-year -1.36%.

TFCGX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

TFCGX performance comparison shows side-by-side returns with another fund. TFCGX alternatives are available in the Mutual Fund Screener.