TBGVX Mutual Fund

TBGVX Mutual Fund

NAV$32.62
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Returns Overview

1 Month
+2.47%
3 Months
+7.00%
6 Months
+8.67%
YTD
+12.98%
1 Year
+22.11%
3 Years (annualized)
+13.28%
5 Years (annualized)
+9.02%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBGVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index (Hedged to US)
This Mutual Fund (YTD)
+12.98%
Peer Avg (YTD)
+11.41%
vs Peers
+1.56%

TBGVX Mutual Fund Performance

TBGVX performance across multiple time periods: 1-month 2.47%, YTD 12.98%, 1-year 22.11%, 3-year 13.28%, 5-year 9.02%, 10-year 9.09%.

TBGVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

TBGVX vs another fund shows side-by-side returns. TBGVX alternatives are available in the Mutual Fund Screener.