TSGCX Mutual Fund

TSGCX Mutual Fund

NAV$9.55
See how much of TSGCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.75%
3 Months
+2.49%
6 Months
+2.18%
YTD
+8.59%
1 Year
+11.24%
3 Years (annualized)
+10.46%
5 Years (annualized)
+3.67%
10 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSGCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones Moderately Aggressive Portfolio Index(P80GLB)
This Mutual Fund (YTD)
+8.59%
Peer Avg (YTD)
+7.17%
vs Peers
+1.42%

TSGCX Mutual Fund Performance

TSGCX performance across multiple time periods: 1-month 1.75%, YTD 8.59%, 1-year 11.24%, 3-year 10.46%, 5-year 3.67%, 10-year 4.87%.

TSGCX returns outperform the peer average of 7.17% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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