TGLZX Mutual Fund

TGLZX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-1.82%
3 Months
-1.31%
6 Months
-0.84%
YTD
+0.21%
1 Year
+4.33%
3 Years (annualized)
+4.57%
5 Years (annualized)
-0.70%
10 Years (annualized)
+1.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGLZX 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
Bloomberg Barclays US Aggregate Bond Index(BBUA)
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+0.12%
vs Peers
+0.09%

TGLZX Mutual Fund Performance

TGLZX performance across multiple time periods: 1-month -1.82%, YTD 0.21%, 1-year 4.33%, 3-year 4.57%, 5-year -0.70%, 10-year 1.25%.

TGLZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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