TGWTX Mutual Fund

TGWTX Mutual Fund

NAV$12.46
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Returns Overview

1 Month
+1.23%
3 Months
+1.23%
6 Months
+18.48%
YTD
+4.77%
1 Year
+0.11%
3 Years (annualized)
+23.07%
5 Years (annualized)
+4.35%
10 Years (annualized)
+15.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGWTX 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)
+4.77%
Peer Avg (YTD)
+8.68%
vs Peers
-3.91%

TGWTX Mutual Fund Performance

TGWTX performance across multiple time periods: 1-month 1.23%, YTD 4.77%, 1-year 0.11%, 3-year 23.07%, 5-year 4.35%, 10-year 15.20%.

TGWTX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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