TGWRX Mutual Fund

TGWRX Mutual Fund

NAV$11.48
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Returns Overview

1 Month
+1.16%
3 Months
+1.07%
6 Months
+18.13%
YTD
+4.32%
1 Year
-0.38%
3 Years (annualized)
+22.45%
5 Years (annualized)
+3.83%
10 Years (annualized)
+14.64%

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
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)
+4.32%
Peer Avg (YTD)
+8.68%
vs Peers
-4.36%

TGWRX Mutual Fund Performance

TGWRX performance across multiple time periods: 1-month 1.16%, YTD 4.32%, 1-year -0.38%, 3-year 22.45%, 5-year 3.83%, 10-year 14.64%.

TGWRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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