TFAGX Mutual Fund

NAV$12.51

Returns Overview

1 Month
-4.79%
3 Months
+2.37%
6 Months
+1.46%
YTD
+3.56%
1 Year
+24.12%
3 Years (annualized)
+17.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFAGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+3.56%
Peer Avg (YTD)
+6.73%
vs Peers
-3.17%

TFAGX Mutual Fund Performance

TFAGX performance across multiple time periods: 1-month -4.79%, YTD 3.56%, 1-year 24.12%, 3-year 17.90%.

TFAGX returns trail the peer average of 6.73% YTD. With an expense ratio of 2.48%, investors should weigh costs against performance when evaluating this mutual fund.

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