TCGAX Mutual Fund

NAV$11.90

Returns Overview

1 Month
+0.52%
3 Months
+4.20%
6 Months
+5.52%
YTD
+5.04%
1 Year
+10.12%
3 Years (annualized)
+8.26%
5 Years (annualized)
+2.95%
10 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCGAX 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
Dow Jones Moderate Portfolio Index(^DOWJMPI)
This Mutual Fund (YTD)
+5.04%
Peer Avg (YTD)
+5.87%
vs Peers
-0.82%

TCGAX Mutual Fund Performance

TCGAX performance across multiple time periods: 1-month 0.52%, YTD 5.04%, 1-year 10.12%, 3-year 8.26%, 5-year 2.95%, 10-year 4.75%.

TCGAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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