TRGMX Mutual Fund

TRGMX Mutual Fund

NAV$19.85
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Returns Overview

1 Month
-4.53%
3 Months
-1.15%
6 Months
+1.01%
YTD
-1.15%
1 Year
-3.99%
3 Years (annualized)
+3.77%
5 Years (annualized)
-3.59%
10 Years (annualized)
+7.35%

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
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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)
-1.15%
Peer Avg (YTD)
+9.54%
vs Peers
-10.69%

TRGMX Mutual Fund Performance

TRGMX performance across multiple time periods: 1-month -4.53%, YTD -1.15%, 1-year -3.99%, 3-year 3.77%, 5-year -3.59%, 10-year 7.35%.

TRGMX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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