TEGRX Mutual Fund

TEGRX Mutual Fund

NAV$28.86
See how much of TEGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.16%
3 Months
+0.07%
6 Months
+10.39%
YTD
+2.99%
1 Year
+7.83%
3 Years (annualized)
+13.44%
5 Years (annualized)
+7.32%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEGRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+8.68%
vs Peers
-5.69%

TEGRX Mutual Fund Performance

TEGRX performance across multiple time periods: 1-month -1.16%, YTD 2.99%, 1-year 7.83%, 3-year 13.44%, 5-year 7.32%, 10-year 7.00%.

TEGRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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