TGVIX Mutual Fund

NAV$39.22

Returns Overview

1 Month
-0.64%
3 Months
+6.70%
6 Months
+9.99%
YTD
+8.86%
1 Year
+21.16%
3 Years (annualized)
+21.82%
5 Years (annualized)
+12.93%
10 Years (annualized)
+15.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGVIX 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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+8.86%
Peer Avg (YTD)
+9.13%
vs Peers
-0.28%

TGVIX Mutual Fund Performance

TGVIX performance across multiple time periods: 1-month -0.64%, YTD 8.86%, 1-year 21.16%, 3-year 21.82%, 5-year 12.93%, 10-year 15.19%.

TGVIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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