TADGX Mutual Fund

NAV$91.53

Returns Overview

1 Month
+2.02%
3 Months
+9.80%
6 Months
+9.15%
YTD
+8.48%
1 Year
+16.08%
3 Years (annualized)
+13.88%
5 Years (annualized)
+9.56%
10 Years (annualized)
+12.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TADGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.48%
Peer Avg (YTD)
+9.51%
vs Peers
-1.02%

TADGX Mutual Fund Performance

TADGX performance across multiple time periods: 1-month 2.02%, YTD 8.48%, 1-year 16.08%, 3-year 13.88%, 5-year 9.56%, 10-year 12.53%.

TADGX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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