TSGAX Mutual Fund

NAV$11.61

Returns Overview

1 Month
+1.23%
3 Months
+5.99%
6 Months
+8.08%
YTD
+7.38%
1 Year
+13.28%
3 Years (annualized)
+10.60%
5 Years (annualized)
+4.46%
10 Years (annualized)
+5.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSGAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones Moderately Aggressive Portfolio Index(P80GLB)
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+6.73%
vs Peers
+0.65%

TSGAX Mutual Fund Performance

TSGAX performance across multiple time periods: 1-month 1.23%, YTD 7.38%, 1-year 13.28%, 3-year 10.60%, 5-year 4.46%, 10-year 5.57%.

TSGAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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