TEGIX Mutual Fund

TEGIX Mutual Fund

NAV$47.03
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Returns Overview

1 Month
-2.11%
3 Months
-3.91%
6 Months
+15.02%
YTD
+11.30%
1 Year
+9.17%
3 Years (annualized)
+21.05%
5 Years (annualized)
+8.87%
10 Years (annualized)
+14.50%

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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+11.30%
Peer Avg (YTD)
+6.73%
vs Peers
+4.57%

TEGIX Mutual Fund Performance

TEGIX performance across multiple time periods: 1-month -2.11%, YTD 11.30%, 1-year 9.17%, 3-year 21.05%, 5-year 8.87%, 10-year 14.50%.

TEGIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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