TGWFX Mutual Fund

TGWFX Mutual Fund

NAV$11.84
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Returns Overview

1 Month
-2.32%
3 Months
+17.06%
6 Months
+2.97%
YTD
+3.42%
1 Year
+9.61%
3 Years (annualized)
+29.63%
5 Years (annualized)
+8.43%
10 Years (annualized)
+18.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGWFX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.42%
Peer Avg (YTD)
+8.97%
vs Peers
-5.55%

TGWFX Mutual Fund Performance

TGWFX performance across multiple time periods: 1-month -2.32%, YTD 3.42%, 1-year 9.61%, 3-year 29.63%, 5-year 8.43%, 10-year 18.17%.

TGWFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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