TGVNX Mutual Fund

TGVNX Mutual Fund

NAV$30.92
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Returns Overview

1 Month
-2.51%
3 Months
+0.23%
6 Months
+10.72%
YTD
+17.61%
1 Year
+28.47%
3 Years (annualized)
+18.09%
5 Years (annualized)
+11.30%
10 Years (annualized)
+11.84%

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)
+17.61%
Peer Avg (YTD)
+9.54%
vs Peers
+8.07%

TGVNX Mutual Fund Performance

TGVNX performance across multiple time periods: 1-month -2.51%, YTD 17.61%, 1-year 28.47%, 3-year 18.09%, 5-year 11.30%, 10-year 11.84%.

TGVNX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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