TEMGX Mutual Fund

NAV$10.74

Returns Overview

1 Month
+2.50%
3 Months
+15.33%
6 Months
+12.42%
YTD
+11.83%
1 Year
+20.43%
3 Years (annualized)
+10.50%
5 Years (annualized)
+2.36%
10 Years (annualized)
+7.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEMGX 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 Small Cap Index NR USD(^M7WDSCNR)
This Mutual Fund (YTD)
+11.83%
Peer Avg (YTD)
+9.16%
vs Peers
+2.67%

TEMGX Mutual Fund Performance

TEMGX performance across multiple time periods: 1-month 2.50%, YTD 11.83%, 1-year 20.43%, 3-year 10.50%, 5-year 2.36%, 10-year 7.62%.

TEMGX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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