TEGAX Mutual Fund

TEGAX Mutual Fund

NAV$40.31
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Returns Overview

1 Month
-2.25%
3 Months
-0.97%
6 Months
+2.67%
YTD
+8.56%
1 Year
+4.91%
3 Years (annualized)
+18.66%
5 Years (annualized)
+5.00%
10 Years (annualized)
+12.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEGAX 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
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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)
+8.56%
Peer Avg (YTD)
+8.01%
vs Peers
+0.56%

TEGAX Mutual Fund Performance

TEGAX performance across multiple time periods: 1-month -2.25%, YTD 8.56%, 1-year 4.91%, 3-year 18.66%, 5-year 5.00%, 10-year 12.62%.

TEGAX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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