TESGX Mutual Fund

TESGX Mutual Fund

NAV$9.90
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Returns Overview

1 Month
-1.93%
3 Months
+4.21%
6 Months
+3.99%
YTD
+9.29%
1 Year
+12.85%
3 Years (annualized)
+6.62%
5 Years (annualized)
+0.17%
10 Years (annualized)
+5.54%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Small Cap Index NR USD(^M7WDSCNR)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+8.67%
vs Peers
+0.62%

TESGX Mutual Fund Performance

TESGX performance across multiple time periods: 1-month -1.93%, YTD 9.29%, 1-year 12.85%, 3-year 6.62%, 5-year 0.17%, 10-year 5.54%.

TESGX returns outperform the peer average of 8.67% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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