TGDVX Mutual Fund

TGDVX Mutual Fund

NAV$17.16
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Returns Overview

1 Month
+2.44%
3 Months
+4.28%
6 Months
+10.37%
YTD
+13.11%
1 Year
+27.29%
3 Years (annualized)
+18.58%
5 Years (annualized)
+13.29%
10 Years (annualized)
+12.02%

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)
+13.11%
Peer Avg (YTD)
+11.41%
vs Peers
+1.70%

TGDVX Mutual Fund Performance

TGDVX performance across multiple time periods: 1-month 2.44%, YTD 13.11%, 1-year 27.29%, 3-year 18.58%, 5-year 13.29%, 10-year 12.02%.

TGDVX returns outperform the peer average of 11.41% 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.