TGVNX Mutual Fund

TGVNX Mutual Fund

NAV$30.97
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Returns Overview

1 Month
+2.78%
3 Months
+14.08%
6 Months
+20.64%
YTD
+18.84%
1 Year
+34.21%
3 Years (annualized)
+20.07%
5 Years (annualized)
+11.38%
10 Years (annualized)
+12.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGVNX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+18.84%
Peer Avg (YTD)
+10.82%
vs Peers
+8.02%

TGVNX Mutual Fund Performance

TGVNX performance across multiple time periods: 1-month 2.78%, YTD 18.84%, 1-year 34.21%, 3-year 20.07%, 5-year 11.38%, 10-year 12.61%.

TGVNX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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