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Taylor Frigon Core Growth (TFCGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.27-0.06 (-0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.98%
5-year average return5.94%
Number of years up6
Number of years down1
Best 1-yr total return (17 Jun 2024)79.54%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return79.54%
Worst 3-yr total return-11.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTFCGXCategory
YTD4.80%12.40%
1-month2.62%3.37%
3-month-3.25%4.88%
1-year15.24%55.69%
3-year-11.71%19.34%
5-year7.48%20.72%
10-year0.00%13.98%
Last bull market41.75%27.85%
Last bear market-30.36%-24.06%

Annual total return (%) history

Year
TFCGXCategory
2024
N/AN/A
2023
20.16%N/A
2022
-48.26%N/A
2021
10.58%N/A
2020
79.54%38.62%
2019
32.15%27.68%
2018
0.07%-5.76%
2017
21.93%21.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.60%N/AN/AN/A
20236.72%12.25%-13.05%15.36%
2022-19.20%-30.36%0.34%-8.37%
20218.64%5.69%-1.88%-1.84%
2020-20.00%55.99%11.67%28.84%
201921.45%7.20%-5.68%7.62%
20180.50%13.22%9.43%-19.62%
201710.87%1.63%4.64%3.41%

Rank in category (by total return)

YTD48
1-month88
3-month86
1-year69
3-year95
5-year73

Load adjusted returns

1-year15.24%
3-year-11.71%
5-year7.48%
10-yearN/A