TFGRX Mutual Fund

TFGRX Mutual Fund

NAV$49.73
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Returns Overview

1 Month
-5.18%
3 Months
+3.78%
6 Months
+10.67%
YTD
+11.04%
1 Year
+9.23%
3 Years (annualized)
+14.27%
5 Years (annualized)
+6.57%
10 Years (annualized)
+12.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFGRX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+11.04%
Peer Avg (YTD)
+9.54%
vs Peers
+1.50%

TFGRX Mutual Fund Performance

TFGRX performance across multiple time periods: 1-month -5.18%, YTD 11.04%, 1-year 9.23%, 3-year 14.27%, 5-year 6.57%, 10-year 12.74%.

TFGRX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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