TCGIX Mutual Fund

TCGIX Mutual Fund

NAV$7.81
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Returns Overview

1 Month
+1.51%
3 Months
+0.03%
6 Months
-0.78%
YTD
+1.88%
1 Year
+2.90%
3 Years (annualized)
-3.25%
5 Years (annualized)
-3.09%
10 Years (annualized)
-0.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCGIX 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
PROUpgrade to run
🏦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
Bloomberg Barclays US Government Bond Index(^BBUGB)
This Mutual Fund (YTD)
+1.88%
Peer Avg (YTD)
+22.63%
vs Peers
-20.75%

TCGIX Mutual Fund Performance

TCGIX performance across multiple time periods: 1-month 1.51%, YTD 1.88%, 1-year 2.90%, 3-year -3.25%, 5-year -3.09%, 10-year -0.70%.

TCGIX returns trail the peer average of 22.63% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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