TRGMX Mutual Fund

NAV$19.84

Returns Overview

1 Month
+1.27%
3 Months
+11.13%
6 Months
+4.30%
YTD
+3.54%
1 Year
-7.54%
3 Years (annualized)
+4.48%
5 Years (annualized)
-2.56%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRGMX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+10.82%
vs Peers
-7.27%

TRGMX Mutual Fund Performance

TRGMX performance across multiple time periods: 1-month 1.27%, YTD 3.54%, 1-year -7.54%, 3-year 4.48%, 5-year -2.56%, 10-year 10.49%.

TRGMX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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