TGEZX Mutual Fund

TGEZX Mutual Fund

NAV$9.90
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Returns Overview

1 Month
+0.29%
3 Months
+0.60%
6 Months
+1.25%
YTD
+4.26%
1 Year
+9.21%
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)
+4.26%
Peer Avg (YTD)
+2.96%
vs Peers
+1.30%

TGEZX Mutual Fund Performance

TGEZX performance across multiple time periods: 1-month 0.29%, YTD 4.26%, 1-year 9.21%, 3-year 10.47%, 5-year 2.56%, 10-year 3.67%.

TGEZX returns outperform the peer average of 2.96% 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.