TGWIX Mutual Fund

TGWIX Mutual Fund

NAV$8.05

Returns Overview

3 Months
+5.89%
6 Months
+2.76%
YTD
+2.50%
1 Year
+9.71%
3 Years (annualized)
+7.84%
5 Years (annualized)
+2.19%
10 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGWIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JP Morgan Government Bond Index -Emerging Markets (GBI-EM) Global Diversified Index
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+3.07%
vs Peers
-0.57%

TGWIX Mutual Fund Performance

TGWIX performance across multiple time periods: YTD 2.50%, 1-year 9.71%, 3-year 7.84%, 5-year 2.19%, 10-year 2.61%.

TGWIX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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