TEGRX Mutual Fund

TEGRX Mutual Fund

NAV$27.47
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Returns Overview

1 Month
-3.36%
3 Months
-3.59%
6 Months
-1.31%
YTD
-0.46%
1 Year
+2.02%
3 Years (annualized)
+14.33%
5 Years (annualized)
+6.68%
10 Years (annualized)
+6.45%

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
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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
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
-0.46%
Peer Avg (YTD)
+5.23%
vs Peers
-5.70%

TEGRX Mutual Fund Performance

TEGRX performance across multiple time periods: 1-month -3.36%, YTD -0.46%, 1-year 2.02%, 3-year 14.33%, 5-year 6.68%, 10-year 6.45%.

TEGRX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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