TGWRX Mutual Fund

NAV$11.26
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Returns Overview

1 Month
-2.43%
3 Months
+16.88%
6 Months
+2.75%
YTD
+3.22%
1 Year
+9.24%
3 Years (annualized)
+29.39%
5 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGWRX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.22%
Peer Avg (YTD)
+8.97%
vs Peers
-5.75%

TGWRX Mutual Fund Performance

TGWRX performance across multiple time periods: 1-month -2.43%, YTD 3.22%, 1-year 9.24%, 3-year 29.39%, 5-year 8.18%.

TGWRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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