TGDIX Mutual Fund

NAV$17.37

Returns Overview

1 Month
-0.18%
3 Months
+10.99%
6 Months
+11.14%
YTD
+10.55%
1 Year
+24.82%
3 Years (annualized)
+18.04%
5 Years (annualized)
+12.25%
10 Years (annualized)
+12.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGDIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.55%
Peer Avg (YTD)
+9.49%
vs Peers
+1.06%

TGDIX Mutual Fund Performance

TGDIX performance across multiple time periods: 1-month -0.18%, YTD 10.55%, 1-year 24.82%, 3-year 18.04%, 5-year 12.25%, 10-year 12.03%.

TGDIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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