TRGPX Mutual Fund

NAV$20.86

Returns Overview

1 Month
+1.31%
3 Months
+11.18%
6 Months
+4.35%
YTD
+3.62%
1 Year
-6.99%
3 Years (annualized)
+4.77%
5 Years (annualized)
-2.40%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRGPX 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)
+3.62%
Peer Avg (YTD)
+10.82%
vs Peers
-7.19%

TRGPX Mutual Fund Performance

TRGPX performance across multiple time periods: 1-month 1.31%, YTD 3.62%, 1-year -6.99%, 3-year 4.77%, 5-year -2.40%, 10-year 9.51%.

TRGPX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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