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Nasdaq - Delayed Quote USD

Tanaka Growth (TGFRX)

46.67
-0.34
(-0.72%)
At close: 6:47:15 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.53%
5y Average Return 25.53%
Number of Years Up 17
Number of Years Down 9
Best 1Y Total Return (Mar 28, 2025) 50.87%
Worst 1Y Total Return (Mar 28, 2025) --
Best 3Y Total Return 50.87%
Worst 3Y Total Return -8.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TGFRX
Category
YTD
0.20%
12.38%
1-Month
-6.93%
5.09%
3-Month
-6.41%
10.28%
1-Year
16.31%
41.70%
3-Year
14.35%
22.56%
5-Year
22.71%
21.98%
10-Year
9.11%
15.99%
Last Bull Market
25.83%
25.99%
Last Bear Market
-24.71%
-17.29%

Annual Total Return (%) History

Year
TGFRX
Category
2024
18.10%
--
2023
50.24%
--
2022
-22.62%
--
2021
26.63%
--
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
2024 4.78% 6.15% 3.32% 2.77%
2023 11.61% 19.34% -4.74% 18.41%
2022 -4.79% -24.71% 8.56% -0.57%
2021 40.53% 1.20% -3.67% -7.56%
2020 -20.15% 30.48% 4.64% 38.38%
2019 11.55% 2.66% -0.88% 4.65%
2018 -6.43% -0.14% 4.55% -23.41%
2017 6.42% -1.25% 1.40% 0.67%
2016 -6.68% -3.80% 3.39% 2.94%
2015 9.33% 4.43% -8.04% 6.84%

2014 -0.16% 13.83% -7.61% 1.61%
2013 5.01% 2.45% 17.10% 4.49%
2012 16.83% -11.70% 2.72% 15.55%
2011 5.97% -6.52% -19.26% 11.97%
2010 8.18% -14.97% 4.63% 10.49%
2009 -9.85% 27.45% 27.03% 3.63%
2008 -15.76% -2.64% -8.75% -32.77%
2007 3.91% 10.66% 4.09% -4.78%
2006 8.46% -9.55% 0.89% 10.30%
2005 -6.08% -0.58% 7.43% -1.71%
2004 4.59% -1.44% -7.29% 12.15%
2003 3.04% 22.82% 8.20% 20.91%
2002 1.99% -29.23% -26.77% 18.52%
2001 -21.42% 6.79% -23.35% 25.98%
2000 21.33% -3.65% -3.15% -21.54%
1999 -1.77% 5.52% 0.86% 51.08%

Rank in Category (By Total Return)

YTD 31
1-Month 97
3-Month 98
1-Year 50
3-Year 22
5-Year 2

Load Adjusted Returns

1-Year 16.31%
3-Year 14.35%
5-Year 22.71%
10-Year 9.11%

Performance & Risk

YTD Return -7.53%
5y Average Return 25.53%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.35
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Tanaka
Net Assets 21.3M
YTD Return 0.20%
Yield 0.00%
Morningstar Rating
Inception Date Dec 30, 1998

Fund Summary

The fund invests primarily in common stocks and other equity securities of small, medium and large capitalization companies. It invests up to 45% of its net assets, measured at the time of investment, in foreign securities, including multinational and emerging market securities. The fund is non-diversified.

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