TEGRX Mutual Fund

TEGRX Mutual Fund

NAV$29.51
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Returns Overview

1 Month
+0.31%
3 Months
+2.37%
6 Months
+1.65%
YTD
+4.47%
1 Year
+12.49%
3 Years (annualized)
+11.79%
5 Years (annualized)
+7.13%
10 Years (annualized)
+6.97%

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
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📉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)
+4.47%
Peer Avg (YTD)
+6.23%
vs Peers
-1.76%

TEGRX Mutual Fund Performance

TEGRX performance across multiple time periods: 1-month 0.31%, YTD 4.47%, 1-year 12.49%, 3-year 11.79%, 5-year 7.13%, 10-year 6.97%.

TEGRX returns trail the peer average of 6.23% 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.