TRGRX Mutual Fund

NAV$18.90

Returns Overview

1 Month
+0.49%
3 Months
+6.19%
6 Months
+6.73%
YTD
+6.73%
1 Year
+9.92%
3 Years (annualized)
+7.18%
5 Years (annualized)
+0.77%
10 Years (annualized)
+3.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRGRX 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
FTSE EPRA Nareit Developed Index Net Total Return(^FEPRANDONTR)
This Mutual Fund (YTD)
+6.73%
Peer Avg (YTD)
+11.24%
vs Peers
-4.51%

TRGRX Mutual Fund Performance

TRGRX performance across multiple time periods: 1-month 0.49%, YTD 6.73%, 1-year 9.92%, 3-year 7.18%, 5-year 0.77%, 10-year 3.18%.

TRGRX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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