TCGLX Mutual Fund

NAV$51.59

Returns Overview

1 Month
-4.35%
3 Months
-2.00%
6 Months
-1.78%
YTD
-6.41%
1 Year
+12.73%
3 Years (annualized)
+21.60%
5 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCGLX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.41%
Peer Avg (YTD)
+0.33%
vs Peers
-6.74%

TCGLX Mutual Fund Performance

TCGLX performance across multiple time periods: 1-month -4.35%, YTD -6.41%, 1-year 12.73%, 3-year 21.60%, 5-year 9.70%.

TCGLX returns trail the peer average of 0.33% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

TCGLX performance comparison shows side-by-side returns with another fund. TCGLX alternatives are available in the Mutual Fund Screener.