TLGAX Mutual Fund

TLGAX Mutual Fund

NAV$15.12
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Returns Overview

1 Month
+4.22%
3 Months
+22.60%
6 Months
+22.70%
YTD
+21.83%
1 Year
+28.11%
3 Years (annualized)
+24.36%
5 Years (annualized)
+18.07%
10 Years (annualized)
+17.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLGAX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+21.83%
Peer Avg (YTD)
+10.82%
vs Peers
+11.02%

TLGAX Mutual Fund Performance

TLGAX performance across multiple time periods: 1-month 4.22%, YTD 21.83%, 1-year 28.11%, 3-year 24.36%, 5-year 18.07%, 10-year 17.83%.

TLGAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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