TGPEX Mutual Fund

TGPEX Mutual Fund

NAV$12.37
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Returns Overview

1 Month
-1.69%
3 Months
-0.49%
6 Months
+0.91%
YTD
+5.44%
1 Year
+6.25%
3 Years (annualized)
+13.46%
5 Years (annualized)
+1.31%

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
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📉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
MSCI All Country World Net Return Index(MSCIACWINR)
This Mutual Fund (YTD)
+5.44%
Peer Avg (YTD)
+7.13%
vs Peers
-1.69%

TGPEX Mutual Fund Performance

TGPEX performance across multiple time periods: 1-month -1.69%, YTD 5.44%, 1-year 6.25%, 3-year 13.46%, 5-year 1.31%.

TGPEX returns trail the peer average of 7.13% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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