TLGWX Mutual Fund

TLGWX Mutual Fund

NAV$21.30
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Returns Overview

1 Month
-1.07%
3 Months
+1.33%
6 Months
+3.58%
YTD
+7.17%
1 Year
+7.36%
3 Years (annualized)
+21.15%
5 Years (annualized)
+10.74%
10 Years (annualized)
+14.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLGWX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.17%
Peer Avg (YTD)
+10.76%
vs Peers
-3.59%

TLGWX Mutual Fund Performance

TLGWX performance across multiple time periods: 1-month -1.07%, YTD 7.17%, 1-year 7.36%, 3-year 21.15%, 5-year 10.74%, 10-year 14.42%.

TLGWX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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