TSGRX Mutual Fund

TSGRX Mutual Fund

NAV$19.57
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Returns Overview

1 Month
-1.14%
3 Months
-1.39%
6 Months
+1.12%
YTD
+5.29%
1 Year
+6.74%
3 Years (annualized)
+16.54%
5 Years (annualized)
+6.40%
10 Years (annualized)
+9.66%

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)
+5.29%
Peer Avg (YTD)
+6.22%
vs Peers
-0.93%

TSGRX Mutual Fund Performance

TSGRX performance across multiple time periods: 1-month -1.14%, YTD 5.29%, 1-year 6.74%, 3-year 16.54%, 5-year 6.40%, 10-year 9.66%.

TSGRX returns trail the peer average of 6.22% YTD. With an expense ratio of 0.86%, 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.