TFGIX Mutual Fund

TFGIX Mutual Fund

NAV$8.66
See how much of TFGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.53%
3 Months
-1.47%
6 Months
-0.57%
YTD
+0.01%
1 Year
+0.62%
3 Years (annualized)
+8.15%
5 Years (annualized)
+2.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFGIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+1.93%
vs Peers
-1.92%

TFGIX Mutual Fund Performance

TFGIX performance across multiple time periods: 1-month 0.53%, YTD 0.01%, 1-year 0.62%, 3-year 8.15%, 5-year 2.79%.

TFGIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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