TSGRX Mutual Fund

TSGRX Mutual Fund

NAV$20.23
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Returns Overview

1 Month
-0.64%
3 Months
+2.54%
6 Months
+5.05%
YTD
+6.77%
1 Year
+16.10%
3 Years (annualized)
+13.64%
5 Years (annualized)
+7.10%
10 Years (annualized)
+9.75%

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
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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)
+6.77%
Peer Avg (YTD)
+6.57%
vs Peers
+0.20%

TSGRX Mutual Fund Performance

TSGRX performance across multiple time periods: 1-month -0.64%, YTD 6.77%, 1-year 16.10%, 3-year 13.64%, 5-year 7.10%, 10-year 9.75%.

TSGRX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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