TGLZX Mutual Fund

TGLZX Mutual Fund

NAV$9.77
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.21%
3 Months
+0.72%
6 Months
+1.53%
YTD
+1.63%

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
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
Bloomberg Barclays US Aggregate Bond Index(BBUA)
This Mutual Fund (YTD)
+1.63%
Peer Avg (YTD)
+3.23%
vs Peers
-1.60%

TGLZX Mutual Fund Performance

TGLZX performance across multiple time periods: 1-month 0.21%, YTD 1.63%.

TGLZX returns trail the peer average of 3.23% 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.