TGWTX Mutual Fund

TGWTX Mutual Fund

NAV$12.20
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Returns Overview

1 Month
-2.33%
3 Months
+17.04%
6 Months
+3.05%
YTD
+3.49%
1 Year
+9.83%
3 Years (annualized)
+29.77%
5 Years (annualized)
+12.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGWTX 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)
+3.49%
Peer Avg (YTD)
+8.97%
vs Peers
-5.48%

TGWTX Mutual Fund Performance

TGWTX performance across multiple time periods: 1-month -2.33%, YTD 3.49%, 1-year 9.83%, 3-year 29.77%, 5-year 12.89%.

TGWTX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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