TGTRX Mutual Fund

TGTRX Mutual Fund

NAV$7.04
See how much of TGTRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.53%
3 Months
+1.55%
6 Months
+1.31%
YTD
+4.10%
1 Year
+11.19%
3 Years (annualized)
+6.92%
5 Years (annualized)
+1.38%
10 Years (annualized)
+0.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGTRX 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 Multiverse Index(^LF93TRUU)
This Mutual Fund (YTD)
+4.10%
Peer Avg (YTD)
+0.25%
vs Peers
+3.86%

TGTRX Mutual Fund Performance

TGTRX performance across multiple time periods: 1-month 1.53%, YTD 4.10%, 1-year 11.19%, 3-year 6.92%, 5-year 1.38%, 10-year 0.70%.

TGTRX returns outperform the peer average of 0.25% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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