TFGRX Mutual Fund

NAV$46.64

Returns Overview

1 Month
+4.22%
3 Months
+19.70%
6 Months
+17.10%
YTD
+15.85%
1 Year
+28.12%
3 Years (annualized)
+21.66%
5 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFGRX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+15.85%
Peer Avg (YTD)
+10.82%
vs Peers
+5.03%

TFGRX Mutual Fund Performance

TFGRX performance across multiple time periods: 1-month 4.22%, YTD 15.85%, 1-year 28.12%, 3-year 21.66%, 5-year 10.56%.

TFGRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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