TSGHX Mutual Fund

NAV$20.68

Returns Overview

1 Month
+0.39%
3 Months
+10.98%
6 Months
+8.22%
YTD
+7.53%
1 Year
+17.76%
3 Years (annualized)
+15.18%
5 Years (annualized)
+7.53%
10 Years (annualized)
+10.41%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.53%
Peer Avg (YTD)
+6.73%
vs Peers
+0.81%

TSGHX Mutual Fund Performance

TSGHX performance across multiple time periods: 1-month 0.39%, YTD 7.53%, 1-year 17.76%, 3-year 15.18%, 5-year 7.53%, 10-year 10.41%.

TSGHX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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