TISGX Mutual Fund

TISGX Mutual Fund

NAV$11.31
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Returns Overview

1 Month
+1.74%
3 Months
+2.73%
6 Months
+2.64%
YTD
+9.06%
1 Year
+12.17%
3 Years (annualized)
+9.72%
5 Years (annualized)
+4.28%
10 Years (annualized)
+5.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TISGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones Moderately Aggressive Portfolio Index(P80GLB)
This Mutual Fund (YTD)
+9.06%
Peer Avg (YTD)
+7.17%
vs Peers
+1.88%

TISGX Mutual Fund Performance

TISGX performance across multiple time periods: 1-month 1.74%, YTD 9.06%, 1-year 12.17%, 3-year 9.72%, 5-year 4.28%, 10-year 5.41%.

TISGX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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