TEGRX Mutual Fund

NAV$29.44

Returns Overview

1 Month
+0.17%
3 Months
+10.32%
6 Months
+4.15%
YTD
+2.92%
1 Year
+13.13%
3 Years (annualized)
+13.18%
5 Years (annualized)
+7.03%
10 Years (annualized)
+7.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEGRX 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 All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+2.92%
Peer Avg (YTD)
+8.97%
vs Peers
-6.05%

TEGRX Mutual Fund Performance

TEGRX performance across multiple time periods: 1-month 0.17%, YTD 2.92%, 1-year 13.13%, 3-year 13.18%, 5-year 7.03%, 10-year 7.57%.

TEGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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