TGVFX Mutual Fund

TGVFX Mutual Fund

NAV$49.07
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Returns Overview

1 Month
-5.83%
3 Months
-0.76%
6 Months
+0.32%
YTD
+1.46%
1 Year
-0.25%
3 Years (annualized)
+22.82%
5 Years (annualized)
+10.78%
10 Years (annualized)
+16.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGVFX 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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+4.64%
vs Peers
-3.19%

TGVFX Mutual Fund Performance

TGVFX performance across multiple time periods: 1-month -5.83%, YTD 1.46%, 1-year -0.25%, 3-year 22.82%, 5-year 10.78%, 10-year 16.73%.

TGVFX returns trail the peer average of 4.64% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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