TGTRX Mutual Fund

TGTRX Mutual Fund

NAV$6.90
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Returns Overview

1 Month
+1.01%
3 Months
+2.73%
6 Months
+0.67%
YTD
+5.15%
1 Year
+9.95%
3 Years (annualized)
+8.59%
5 Years (annualized)
+1.48%
10 Years (annualized)
+0.74%

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
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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 Multiverse Index(^LF93TRUU)
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+0.20%
vs Peers
+4.95%

TGTRX Mutual Fund Performance

TGTRX performance across multiple time periods: 1-month 1.01%, YTD 5.15%, 1-year 9.95%, 3-year 8.59%, 5-year 1.48%, 10-year 0.74%.

TGTRX returns outperform the peer average of 0.20% 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.