TEGYX Mutual Fund

NAV$45.27

Returns Overview

1 Month
+4.21%
3 Months
+19.68%
6 Months
+17.04%
YTD
+15.78%
1 Year
+28.20%
3 Years (annualized)
+21.53%
5 Years (annualized)
+10.39%
10 Years (annualized)
+15.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEGYX 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)
+15.78%
Peer Avg (YTD)
+10.82%
vs Peers
+4.96%

TEGYX Mutual Fund Performance

TEGYX performance across multiple time periods: 1-month 4.21%, YTD 15.78%, 1-year 28.20%, 3-year 21.53%, 5-year 10.39%, 10-year 15.25%.

TEGYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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