TSGRX Mutual Fund

NAV$20.58

Returns Overview

1 Month
+0.40%
3 Months
+10.92%
6 Months
+8.15%
YTD
+7.46%
1 Year
+17.54%
3 Years (annualized)
+15.00%
5 Years (annualized)
+7.35%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSGRX 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)
+7.46%
Peer Avg (YTD)
+6.73%
vs Peers
+0.73%

TSGRX Mutual Fund Performance

TSGRX performance across multiple time periods: 1-month 0.40%, YTD 7.46%, 1-year 17.54%, 3-year 15.00%, 5-year 7.35%, 10-year 10.22%.

TSGRX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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