TRGGX Mutual Fund

NAV$31.09

Returns Overview

1 Month
-0.26%
3 Months
+12.39%
6 Months
+9.86%
YTD
+9.23%
1 Year
+21.47%
3 Years (annualized)
+18.41%
5 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRGGX 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)
+9.23%
Peer Avg (YTD)
+9.51%
vs Peers
-0.27%

TRGGX Mutual Fund Performance

TRGGX performance across multiple time periods: 1-month -0.26%, YTD 9.23%, 1-year 21.47%, 3-year 18.41%, 5-year 10.98%.

TRGGX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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