TRGIX Mutual Fund

TRGIX Mutual Fund

NAV$16.90
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Returns Overview

1 Month
-0.95%
3 Months
+2.22%
6 Months
+5.17%
YTD
+5.70%
1 Year
+13.32%
3 Years (annualized)
+17.66%
5 Years (annualized)
+11.33%
10 Years (annualized)
+13.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRGIX 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 Index(SPX)
This Mutual Fund (YTD)
+5.70%
Peer Avg (YTD)
+9.41%
vs Peers
-3.71%

TRGIX Mutual Fund Performance

TRGIX performance across multiple time periods: 1-month -0.95%, YTD 5.70%, 1-year 13.32%, 3-year 17.66%, 5-year 11.33%, 10-year 13.91%.

TRGIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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