TGTRX Mutual Fund

NAV$7.05

Returns Overview

1 Month
+0.17%
3 Months
+3.72%
6 Months
+2.83%
YTD
+2.53%
1 Year
+9.92%
3 Years (annualized)
+7.36%
5 Years (annualized)
+0.89%
10 Years (annualized)
+0.50%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Multiverse Index(^LF93TRUU)
This Mutual Fund (YTD)
+2.53%
Peer Avg (YTD)
+0.99%
vs Peers
+1.54%

TGTRX Mutual Fund Performance

TGTRX performance across multiple time periods: 1-month 0.17%, YTD 2.53%, 1-year 9.92%, 3-year 7.36%, 5-year 0.89%, 10-year 0.50%.

TGTRX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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