TRGRX Mutual Fund

TRGRX Mutual Fund

NAV$19.06
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Returns Overview

1 Month
+2.70%
3 Months
+1.38%
6 Months
+6.56%
YTD
+9.61%
1 Year
+14.69%
3 Years (annualized)
+7.10%
5 Years (annualized)
+0.50%
10 Years (annualized)
+2.98%

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
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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
FTSE EPRA Nareit Developed Index Net Total Return(^FEPRANDONTR)
This Mutual Fund (YTD)
+9.61%
Peer Avg (YTD)
+12.53%
vs Peers
-2.92%

TRGRX Mutual Fund Performance

TRGRX performance across multiple time periods: 1-month 2.70%, YTD 9.61%, 1-year 14.69%, 3-year 7.10%, 5-year 0.50%, 10-year 2.98%.

TRGRX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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