TGVLX Mutual Fund

TGVLX Mutual Fund

NAV$62.25
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Returns Overview

1 Month
+0.97%
3 Months
+2.98%
6 Months
+19.16%
YTD
+8.14%
1 Year
+10.15%
3 Years (annualized)
+20.11%
5 Years (annualized)
+11.73%
10 Years (annualized)
+16.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGVLX 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)
+8.14%
Peer Avg (YTD)
+8.67%
vs Peers
-0.53%

TGVLX Mutual Fund Performance

TGVLX performance across multiple time periods: 1-month 0.97%, YTD 8.14%, 1-year 10.15%, 3-year 20.11%, 5-year 11.73%, 10-year 16.61%.

TGVLX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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