TLGUX Mutual Fund

TLGUX Mutual Fund

NAV$26.70
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Returns Overview

1 Month
+0.09%
3 Months
+5.48%
6 Months
+12.06%
YTD
+26.76%
1 Year
+25.72%
3 Years (annualized)
+7.86%
5 Years (annualized)
+12.98%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLGUX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+26.76%
Peer Avg (YTD)
+19.87%
vs Peers
+6.89%

TLGUX Mutual Fund Performance

TLGUX performance across multiple time periods: 1-month 0.09%, YTD 26.76%, 1-year 25.72%, 3-year 7.86%, 5-year 12.98%, 10-year 11.61%.

TLGUX returns outperform the peer average of 19.87% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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