TSGUX Mutual Fund

TSGUX Mutual Fund

NAV$17.69
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Returns Overview

1 Month
-2.70%
3 Months
+4.95%
6 Months
+12.98%
YTD
+15.91%
1 Year
+13.98%
3 Years (annualized)
+2.74%
5 Years (annualized)
+8.85%
10 Years (annualized)
+7.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSGUX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.91%
Peer Avg (YTD)
+10.38%
vs Peers
+5.53%

TSGUX Mutual Fund Performance

TSGUX performance across multiple time periods: 1-month -2.70%, YTD 15.91%, 1-year 13.98%, 3-year 2.74%, 5-year 8.85%, 10-year 7.75%.

TSGUX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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