TGWFX Mutual Fund

TGWFX Mutual Fund

NAV$11.50
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Returns Overview

1 Month
-5.44%
3 Months
+1.90%
6 Months
+1.35%
YTD
-1.05%
1 Year
-7.79%
3 Years (annualized)
+25.62%
5 Years (annualized)
+2.31%
10 Years (annualized)
+15.01%

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
PROUpgrade to run
🏦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)
-1.05%
Peer Avg (YTD)
+5.23%
vs Peers
-6.28%

TGWFX Mutual Fund Performance

TGWFX performance across multiple time periods: 1-month -5.44%, YTD -1.05%, 1-year -7.79%, 3-year 25.62%, 5-year 2.31%, 10-year 15.01%.

TGWFX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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