TGEZX Mutual Fund

TGEZX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
-0.10%
3 Months
-3.60%
6 Months
-2.33%
YTD
+0.21%
1 Year
+1.01%
3 Years (annualized)
+10.47%
5 Years (annualized)
+2.56%
10 Years (annualized)
+3.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGEZX 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
JPM EMBI Global Diversified Total Return USD(^JPMEMBIGDTR)
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+0.43%
vs Peers
-0.22%

TGEZX Mutual Fund Performance

TGEZX performance across multiple time periods: 1-month -0.10%, YTD 0.21%, 1-year 1.01%, 3-year 10.47%, 5-year 2.56%, 10-year 3.67%.

TGEZX returns trail the peer average of 0.43% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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