TRGVX Mutual Fund

TRGVX Mutual Fund

NAV$25.19
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Returns Overview

1 Month
-0.70%
3 Months
+3.75%
6 Months
+8.28%
YTD
+16.67%
1 Year
+35.32%
3 Years (annualized)
+20.84%
5 Years (annualized)
+13.06%
10 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRGVX 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
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📉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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+16.67%
Peer Avg (YTD)
+11.41%
vs Peers
+5.26%

TRGVX Mutual Fund Performance

TRGVX performance across multiple time periods: 1-month -0.70%, YTD 16.67%, 1-year 35.32%, 3-year 20.84%, 5-year 13.06%, 10-year 12.16%.

TRGVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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