TLGRX Mutual Fund

TLGRX Mutual Fund

NAV$18.41
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Returns Overview

1 Month
+1.25%
3 Months
+0.54%
6 Months
+3.15%
YTD
+5.60%
1 Year
+9.70%
3 Years (annualized)
+10.42%
5 Years (annualized)
+4.48%
10 Years (annualized)
+6.51%

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
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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
Lifecycle Index 2015 Fund Composite Index
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+8.76%
vs Peers
-3.16%

TLGRX Mutual Fund Performance

TLGRX performance across multiple time periods: 1-month 1.25%, YTD 5.60%, 1-year 9.70%, 3-year 10.42%, 5-year 4.48%, 10-year 6.51%.

TLGRX returns trail the peer average of 8.76% 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.