TGPEX Mutual Fund

NAV$12.65

Returns Overview

1 Month
+3.53%
3 Months
+16.55%
6 Months
+12.28%
YTD
+11.22%
1 Year
+17.05%
3 Years (annualized)
+10.09%
5 Years (annualized)
+4.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGPEX 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 Net Return Index(MSCIACWINR)
This Mutual Fund (YTD)
+11.22%
Peer Avg (YTD)
+9.57%
vs Peers
+1.64%

TGPEX Mutual Fund Performance

TGPEX performance across multiple time periods: 1-month 3.53%, YTD 11.22%, 1-year 17.05%, 3-year 10.09%, 5-year 4.01%.

TGPEX returns outperform the peer average of 9.57% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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