TGWFX Mutual Fund

TGWFX Mutual Fund

NAV$12.08
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Returns Overview

1 Month
+1.19%
3 Months
+1.19%
6 Months
+18.45%
YTD
+4.64%
1 Year
-0.04%
3 Years (annualized)
+22.88%
5 Years (annualized)
+3.44%
10 Years (annualized)
+15.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGWFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.64%
Peer Avg (YTD)
+8.68%
vs Peers
-4.04%

TGWFX Mutual Fund Performance

TGWFX performance across multiple time periods: 1-month 1.19%, YTD 4.64%, 1-year -0.04%, 3-year 22.88%, 5-year 3.44%, 10-year 15.38%.

TGWFX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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