TRGOX Mutual Fund

TRGOX Mutual Fund

NAV$91.92
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Returns Overview

1 Month
+3.78%
3 Months
-0.33%
6 Months
+11.52%
YTD
+4.89%
1 Year
+9.87%
3 Years (annualized)
+22.13%
5 Years (annualized)
+11.15%
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
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📉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)
+4.89%
Peer Avg (YTD)
+8.51%
vs Peers
-3.62%

TRGOX Mutual Fund Performance

TRGOX performance across multiple time periods: 1-month 3.78%, YTD 4.89%, 1-year 9.87%, 3-year 22.13%, 5-year 11.15%, 10-year 16.90%.

TRGOX returns trail the peer average of 8.51% 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.