TMGIX Mutual Fund

TMGIX Mutual Fund

NAV$15.42
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Returns Overview

1 Month
-0.33%
3 Months
+3.20%
6 Months
+4.78%
YTD
+6.62%
1 Year
+15.24%
3 Years (annualized)
+14.34%
5 Years (annualized)
+7.07%
10 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMGIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.62%
Peer Avg (YTD)
+5.54%
vs Peers
+1.08%

TMGIX Mutual Fund Performance

TMGIX performance across multiple time periods: 1-month -0.33%, YTD 6.62%, 1-year 15.24%, 3-year 14.34%, 5-year 7.07%, 10-year 8.78%.

TMGIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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