TGVFX Mutual Fund

TGVFX Mutual Fund

NAV$54.99
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Returns Overview

1 Month
+0.93%
3 Months
+2.88%
6 Months
+18.89%
YTD
+7.74%
1 Year
+9.61%
3 Years (annualized)
+21.84%
5 Years (annualized)
+11.80%
10 Years (annualized)
+17.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGVFX 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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+7.74%
Peer Avg (YTD)
+8.68%
vs Peers
-0.94%

TGVFX Mutual Fund Performance

TGVFX performance across multiple time periods: 1-month 0.93%, YTD 7.74%, 1-year 9.61%, 3-year 21.84%, 5-year 11.80%, 10-year 17.14%.

TGVFX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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