TLGWX Mutual Fund

TLGWX Mutual Fund

NAV$24.31
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Returns Overview

1 Month
-1.00%
3 Months
+14.53%
6 Months
+6.94%
YTD
+6.80%
1 Year
+18.63%
3 Years (annualized)
+19.18%
5 Years (annualized)
+12.16%

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)
+6.80%
Peer Avg (YTD)
+10.82%
vs Peers
-4.02%

TLGWX Mutual Fund Performance

TLGWX performance across multiple time periods: 1-month -1.00%, YTD 6.80%, 1-year 18.63%, 3-year 19.18%, 5-year 12.16%.

TLGWX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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