TESGX Mutual Fund

TESGX Mutual Fund

NAV$9.62
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Returns Overview

1 Month
-2.54%
3 Months
-2.44%
6 Months
+12.28%
YTD
+8.72%
1 Year
+8.73%
3 Years (annualized)
+8.68%
5 Years (annualized)
+0.83%
10 Years (annualized)
+5.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TESGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Small Cap Index NR USD(^M7WDSCNR)
This Mutual Fund (YTD)
+8.72%
Peer Avg (YTD)
+7.86%
vs Peers
+0.86%

TESGX Mutual Fund Performance

TESGX performance across multiple time periods: 1-month -2.54%, YTD 8.72%, 1-year 8.73%, 3-year 8.68%, 5-year 0.83%, 10-year 5.89%.

TESGX returns outperform the peer average of 7.86% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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