TLGCX Mutual Fund

NAV$9.64

Returns Overview

1 Month
+4.19%
3 Months
+22.41%
6 Months
+22.26%
YTD
+21.37%
1 Year
+27.28%
3 Years (annualized)
+24.69%
5 Years (annualized)
+18.89%
10 Years (annualized)
+18.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLGCX 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

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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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+21.37%
Peer Avg (YTD)
+10.82%
vs Peers
+10.55%

TLGCX Mutual Fund Performance

TLGCX performance across multiple time periods: 1-month 4.19%, YTD 21.37%, 1-year 27.28%, 3-year 24.69%, 5-year 18.89%, 10-year 18.17%.

TLGCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.19%, investors should weigh costs against performance when evaluating this mutual fund.

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