TLGRX Mutual Fund

NAV$18.63

Returns Overview

1 Month
+0.05%
3 Months
+6.17%
6 Months
+5.39%
YTD
+5.09%
1 Year
+11.54%
3 Years (annualized)
+10.25%
5 Years (annualized)
+4.76%
10 Years (annualized)
+6.68%

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

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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
Lifecycle Index 2015 Fund Composite Index
This Mutual Fund (YTD)
+5.09%
Peer Avg (YTD)
+7.64%
vs Peers
-2.55%

TLGRX Mutual Fund Performance

TLGRX performance across multiple time periods: 1-month 0.05%, YTD 5.09%, 1-year 11.54%, 3-year 10.25%, 5-year 4.76%, 10-year 6.68%.

TLGRX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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