TBGVX Mutual Fund

TBGVX Mutual Fund

NAV$31.71
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Returns Overview

1 Month
+2.16%
3 Months
+5.02%
6 Months
+3.62%
YTD
+15.42%
1 Year
+23.20%
3 Years (annualized)
+14.75%
5 Years (annualized)
+9.24%
10 Years (annualized)
+8.28%

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)
+15.42%
Peer Avg (YTD)
+12.44%
vs Peers
+2.98%

TBGVX Mutual Fund Performance

TBGVX performance across multiple time periods: 1-month 2.16%, YTD 15.42%, 1-year 23.20%, 3-year 14.75%, 5-year 9.24%, 10-year 8.28%.

TBGVX returns outperform the peer average of 12.44% 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.