TEGIX Mutual Fund

TEGIX Mutual Fund

NAV$48.50
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Returns Overview

1 Month
-5.19%
3 Months
+3.75%
6 Months
+10.64%
YTD
+10.98%
1 Year
+9.14%
3 Years (annualized)
+14.16%
5 Years (annualized)
+6.48%
10 Years (annualized)
+12.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEGIX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+9.54%
vs Peers
+1.44%

TEGIX Mutual Fund Performance

TEGIX performance across multiple time periods: 1-month -5.19%, YTD 10.98%, 1-year 9.14%, 3-year 14.16%, 5-year 6.48%, 10-year 12.80%.

TEGIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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