TBGVX Mutual Fund

TBGVX Mutual Fund

NAV$32.57
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Returns Overview

1 Month
+0.32%
3 Months
+6.96%
6 Months
+10.65%
YTD
+10.25%
1 Year
+28.13%
3 Years (annualized)
+16.67%
5 Years (annualized)
+10.28%
10 Years (annualized)
+8.98%

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
PROUpgrade to run
📉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)
+10.25%
Peer Avg (YTD)
+9.49%
vs Peers
+0.76%

TBGVX Mutual Fund Performance

TBGVX performance across multiple time periods: 1-month 0.32%, YTD 10.25%, 1-year 28.13%, 3-year 16.67%, 5-year 10.28%, 10-year 8.98%.

TBGVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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