TESGX Mutual Fund

NAV$9.96

Returns Overview

1 Month
+2.50%
3 Months
+15.09%
6 Months
+11.95%
YTD
+11.44%
1 Year
+19.80%
3 Years (annualized)
+9.77%
5 Years (annualized)
+4.65%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TESGX 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)
+11.44%
Peer Avg (YTD)
+9.16%
vs Peers
+2.28%

TESGX Mutual Fund Performance

TESGX performance across multiple time periods: 1-month 2.50%, YTD 11.44%, 1-year 19.80%, 3-year 9.77%, 5-year 4.65%, 10-year 9.18%.

TESGX returns outperform the peer average of 9.16% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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