TGPEX Mutual Fund

TGPEX Mutual Fund

NAV$12.59
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Returns Overview

1 Month
-4.73%
3 Months
+1.40%
6 Months
+4.33%
YTD
+6.97%
1 Year
+12.42%
3 Years (annualized)
+7.66%
5 Years (annualized)
+2.53%

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)
+6.97%
Peer Avg (YTD)
+8.62%
vs Peers
-1.65%

TGPEX Mutual Fund Performance

TGPEX performance across multiple time periods: 1-month -4.73%, YTD 6.97%, 1-year 12.42%, 3-year 7.66%, 5-year 2.53%.

TGPEX returns trail the peer average of 8.62% 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.