TGDVX Mutual Fund

TGDVX Mutual Fund

NAV$17.43
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Returns Overview

1 Month
+3.33%
3 Months
+5.65%
6 Months
+11.41%
YTD
+16.88%
1 Year
+27.58%
3 Years (annualized)
+21.04%
5 Years (annualized)
+13.49%
10 Years (annualized)
+12.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGDVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.88%
Peer Avg (YTD)
+12.44%
vs Peers
+4.44%

TGDVX Mutual Fund Performance

TGDVX performance across multiple time periods: 1-month 3.33%, YTD 16.88%, 1-year 27.58%, 3-year 21.04%, 5-year 13.49%, 10-year 12.24%.

TGDVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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