TSGAX Mutual Fund

TSGAX Mutual Fund

NAV$11.35
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Returns Overview

1 Month
-3.51%
3 Months
-2.09%
6 Months
+3.78%
YTD
+5.14%
1 Year
+6.46%
3 Years (annualized)
+11.03%
5 Years (annualized)
+4.28%
10 Years (annualized)
+5.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSGAX 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
Dow Jones Moderately Aggressive Portfolio Index(P80GLB)
This Mutual Fund (YTD)
+5.14%
Peer Avg (YTD)
+6.10%
vs Peers
-0.96%

TSGAX Mutual Fund Performance

TSGAX performance across multiple time periods: 1-month -3.51%, YTD 5.14%, 1-year 6.46%, 3-year 11.03%, 5-year 4.28%, 10-year 5.57%.

TSGAX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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