TGVYX Mutual Fund

TGVYX Mutual Fund

NAV$60.13
See how much of TGVYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.96%
3 Months
+2.95%
6 Months
+19.08%
YTD
+8.01%
1 Year
+9.98%
3 Years (annualized)
+22.18%
5 Years (annualized)
+12.11%
10 Years (annualized)
+17.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGVYX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+8.01%
Peer Avg (YTD)
+8.68%
vs Peers
-0.67%

TGVYX Mutual Fund Performance

TGVYX performance across multiple time periods: 1-month 0.96%, YTD 8.01%, 1-year 9.98%, 3-year 22.18%, 5-year 12.11%, 10-year 17.44%.

TGVYX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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