TGRKX Mutual Fund

TGRKX Mutual Fund

NAV$9.04
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Returns Overview

1 Month
-0.87%
3 Months
-0.08%
6 Months
-0.17%
YTD
+0.18%
1 Year
+2.94%
3 Years (annualized)
+4.39%
5 Years (annualized)
+0.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGRKX 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 MSCI US Green Bond Index(BBGSCIUSGBI)
This Mutual Fund (YTD)
+0.18%
Peer Avg (YTD)
+0.12%
vs Peers
+0.06%

TGRKX Mutual Fund Performance

TGRKX performance across multiple time periods: 1-month -0.87%, YTD 0.18%, 1-year 2.94%, 3-year 4.39%, 5-year 0.12%.

TGRKX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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