TLGWX Mutual Fund

TLGWX Mutual Fund

NAV$23.96
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Returns Overview

1 Month
-0.97%
3 Months
+2.22%
6 Months
+5.19%
YTD
+5.76%
1 Year
+13.43%
3 Years (annualized)
+17.75%
5 Years (annualized)
+11.48%
10 Years (annualized)
+14.09%

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)
+5.76%
Peer Avg (YTD)
+9.54%
vs Peers
-3.78%

TLGWX Mutual Fund Performance

TLGWX performance across multiple time periods: 1-month -0.97%, YTD 5.76%, 1-year 13.43%, 3-year 17.75%, 5-year 11.48%, 10-year 14.09%.

TLGWX returns trail the peer average of 9.54% 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.