TSGHX Mutual Fund

TSGHX Mutual Fund

NAV$19.68
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Returns Overview

1 Month
-1.19%
3 Months
-1.38%
6 Months
+1.16%
YTD
+5.37%
1 Year
+6.87%
3 Years (annualized)
+16.71%
5 Years (annualized)
+6.57%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSGHX 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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.37%
Peer Avg (YTD)
+6.22%
vs Peers
-0.85%

TSGHX Mutual Fund Performance

TSGHX performance across multiple time periods: 1-month -1.19%, YTD 5.37%, 1-year 6.87%, 3-year 16.71%, 5-year 6.57%, 10-year 9.84%.

TSGHX returns trail the peer average of 6.22% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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