TSGCX Mutual Fund

NAV$9.76

Returns Overview

1 Month
+1.04%
3 Months
+5.77%
6 Months
+7.76%
YTD
+7.05%
1 Year
+12.55%
3 Years (annualized)
+10.02%
5 Years (annualized)
+3.84%
10 Years (annualized)
+4.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSGCX 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)
+7.05%
Peer Avg (YTD)
+6.73%
vs Peers
+0.32%

TSGCX Mutual Fund Performance

TSGCX performance across multiple time periods: 1-month 1.04%, YTD 7.05%, 1-year 12.55%, 3-year 10.02%, 5-year 3.84%, 10-year 4.86%.

TSGCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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