TEGIX Mutual Fund

NAV$46.35

Returns Overview

1 Month
+4.20%
3 Months
+19.69%
6 Months
+17.06%
YTD
+15.82%
1 Year
+28.10%
3 Years (annualized)
+21.57%
5 Years (annualized)
+10.47%
10 Years (annualized)
+15.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEGIX 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)
+15.82%
Peer Avg (YTD)
+10.82%
vs Peers
+5.01%

TEGIX Mutual Fund Performance

TEGIX performance across multiple time periods: 1-month 4.20%, YTD 15.82%, 1-year 28.10%, 3-year 21.57%, 5-year 10.47%, 10-year 15.33%.

TEGIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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