TGVOX Mutual Fund

TGVOX Mutual Fund

NAV$32.06
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Returns Overview

1 Month
+5.01%
3 Months
+0.98%
6 Months
+1.26%
YTD
+17.02%
1 Year
+24.43%
3 Years (annualized)
+23.33%
5 Years (annualized)
+11.14%
10 Years (annualized)
+12.00%

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)
+17.02%
Peer Avg (YTD)
+8.01%
vs Peers
+9.01%

TGVOX Mutual Fund Performance

TGVOX performance across multiple time periods: 1-month 5.01%, YTD 17.02%, 1-year 24.43%, 3-year 23.33%, 5-year 11.14%, 10-year 12.00%.

TGVOX returns outperform the peer average of 8.01% 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.