TGBAX Mutual Fund

TGBAX Mutual Fund

NAV$7.18

Returns Overview

1 Month
-0.40%
3 Months
+2.83%
6 Months
+2.15%
YTD
+2.00%
1 Year
+4.80%
3 Years (annualized)
+3.11%
5 Years (annualized)
-0.08%
10 Years (annualized)
+0.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGBAX 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
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
+2.00%
Peer Avg (YTD)
+0.99%
vs Peers
+1.01%

TGBAX Mutual Fund Performance

TGBAX performance across multiple time periods: 1-month -0.40%, YTD 2.00%, 1-year 4.80%, 3-year 3.11%, 5-year -0.08%, 10-year 0.04%.

TGBAX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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