TAGGX Mutual Fund

NAV$31.35

Returns Overview

1 Month
-0.29%
3 Months
+12.29%
6 Months
+9.66%
YTD
+9.04%
1 Year
+21.02%
3 Years (annualized)
+17.91%
5 Years (annualized)
+10.58%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAGGX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.04%
Peer Avg (YTD)
+9.51%
vs Peers
-0.47%

TAGGX Mutual Fund Performance

TAGGX performance across multiple time periods: 1-month -0.29%, YTD 9.04%, 1-year 21.02%, 3-year 17.91%, 5-year 10.58%, 10-year 11.40%.

TAGGX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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