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Tanaka Growth (TGFRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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42.67+1.15 (+2.77%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.76%
5-year average return16.99%
Number of years up16
Number of years down9
Best 1-yr total return (2 May 2024)51.26%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return51.26%
Worst 3-yr total return-8.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTGFRXCategory
YTD0.48%12.38%
1-month-4.10%5.09%
3-month2.79%10.28%
1-year37.95%41.70%
3-year2.93%22.56%
5-year16.78%21.98%
10-year8.96%15.99%
Last bull market27.24%25.99%
Last bear market-24.71%-17.29%

Annual total return (%) history

Year
TGFRXCategory
2024
N/AN/A
2023
50.24%N/A
2022
-22.62%N/A
2021
26.63%N/A
2020
50.87%35.86%
2019
18.78%31.90%
2018
-25.18%-2.09%
2017
7.28%27.67%
2016
-4.45%3.23%
2015
12.18%3.60%
2014
6.69%10.00%
2013
31.64%33.92%
2012
22.44%15.34%
2011
-10.44%-2.46%
2010
6.34%15.53%
2009
51.26%35.68%
2008
-49.68%-40.67%
2007
13.98%13.35%
2006
9.17%7.05%
2005
-1.40%6.71%
2004
7.18%7.81%
2003
65.56%28.66%
2002
-37.35%-27.64%
2001
-18.96%-22.30%
2000
-11.17%-13.05%
1999
57.93%38.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.78%N/AN/AN/A
202311.61%19.34%-4.74%18.41%
2022-4.79%-24.71%8.56%-0.57%
202140.53%1.20%-3.67%-7.56%
2020-20.15%30.48%4.64%38.38%
201911.55%2.66%-0.88%4.65%
2018-6.43%-0.14%4.55%-23.41%
20176.42%-1.25%1.40%0.67%
2016-6.68%-3.80%3.39%2.94%
20159.33%4.43%-8.04%6.84%
2014-0.16%13.83%-7.61%1.61%
20135.01%2.45%17.10%4.49%
201216.83%-11.70%2.72%15.55%
20115.97%-6.52%-19.26%11.97%
20108.18%-14.97%4.63%10.49%
2009-9.85%27.45%27.03%3.63%
2008-15.76%-2.64%-8.75%-32.77%
20073.91%10.66%4.09%-4.78%
20068.46%-9.55%0.89%10.30%
2005-6.08%-0.58%7.43%-1.71%
20044.59%-1.44%-7.29%12.15%
20033.04%22.82%8.20%20.91%
20021.99%-29.23%-26.77%18.52%
2001-21.42%6.79%-23.35%25.98%
200021.33%-3.65%-3.15%-21.54%
1999-1.77%5.52%0.86%51.08%

Rank in category (by total return)

YTD97
1-month20
3-month72
1-year8
3-year73
5-year8

Load adjusted returns

1-year37.95%
3-year2.93%
5-year16.78%
10-year8.96%