TRGRX Mutual Fund

TRGRX Mutual Fund

NAV$18.77
See how much of TRGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.60%
3 Months
-4.23%
6 Months
-2.15%
YTD
+5.80%
1 Year
+6.65%
3 Years (annualized)
+10.61%
5 Years (annualized)
-0.73%
10 Years (annualized)
+3.55%

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

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)
+5.80%
Peer Avg (YTD)
+7.23%
vs Peers
-1.43%

TRGRX Mutual Fund Performance

TRGRX performance across multiple time periods: 1-month 2.60%, YTD 5.80%, 1-year 6.65%, 3-year 10.61%, 5-year -0.73%, 10-year 3.55%.

TRGRX returns trail the peer average of 7.23% 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.