TGVOX Mutual Fund

TGVOX Mutual Fund

NAV$32.77
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Returns Overview

1 Month
-2.49%
3 Months
+0.28%
6 Months
+10.79%
YTD
+17.69%
1 Year
+28.62%
3 Years (annualized)
+17.59%
5 Years (annualized)
+11.06%
10 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGVOX 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)
+17.69%
Peer Avg (YTD)
+9.54%
vs Peers
+8.15%

TGVOX Mutual Fund Performance

TGVOX performance across multiple time periods: 1-month -2.49%, YTD 17.69%, 1-year 28.62%, 3-year 17.59%, 5-year 11.06%, 10-year 11.78%.

TGVOX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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