TGPEX Mutual Fund

TGPEX Mutual Fund

NAV$12.48
See how much of TGPEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.96%
3 Months
-3.57%
6 Months
+12.39%
YTD
+7.25%
1 Year
+11.76%
3 Years (annualized)
+9.72%
5 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TGPEX 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 Net Return Index(MSCIACWINR)
This Mutual Fund (YTD)
+7.25%
Peer Avg (YTD)
+8.67%
vs Peers
-1.42%

TGPEX Mutual Fund Performance

TGPEX performance across multiple time periods: 1-month -0.96%, YTD 7.25%, 1-year 11.76%, 3-year 9.72%, 5-year 1.94%.

TGPEX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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