TLGRX Mutual Fund

TLGRX Mutual Fund

NAV$18.52
See how much of TLGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.75%
3 Months
+1.32%
6 Months
+3.13%
YTD
+4.30%
1 Year
+10.39%
3 Years (annualized)
+9.42%
5 Years (annualized)
+4.42%
10 Years (annualized)
+6.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLGRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle Index 2015 Fund Composite Index
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+6.99%
vs Peers
-2.69%

TLGRX Mutual Fund Performance

TLGRX performance across multiple time periods: 1-month -0.75%, YTD 4.30%, 1-year 10.39%, 3-year 9.42%, 5-year 4.42%, 10-year 6.39%.

TLGRX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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