TEGAX Mutual Fund

NAV$41.65

Returns Overview

1 Month
+4.19%
3 Months
+19.61%
6 Months
+16.88%
YTD
+15.66%
1 Year
+28.75%
3 Years (annualized)
+21.58%
5 Years (annualized)
+10.32%
10 Years (annualized)
+15.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEGAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+15.66%
Peer Avg (YTD)
+10.82%
vs Peers
+4.85%

TEGAX Mutual Fund Performance

TEGAX performance across multiple time periods: 1-month 4.19%, YTD 15.66%, 1-year 28.75%, 3-year 21.58%, 5-year 10.32%, 10-year 15.08%.

TEGAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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