TRGOX Mutual Fund

TRGOX Mutual Fund

NAV$88.22
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Returns Overview

1 Month
-0.97%
3 Months
+1.18%
6 Months
+3.70%
YTD
+1.07%
1 Year
+7.58%
3 Years (annualized)
+18.77%
5 Years (annualized)
+8.57%
10 Years (annualized)
+16.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRGOX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.07%
Peer Avg (YTD)
+6.23%
vs Peers
-5.16%

TRGOX Mutual Fund Performance

TRGOX performance across multiple time periods: 1-month -0.97%, YTD 1.07%, 1-year 7.58%, 3-year 18.77%, 5-year 8.57%, 10-year 16.90%.

TRGOX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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