TSGCX Mutual Fund

TSGCX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
-3.55%
3 Months
-2.16%
6 Months
+3.48%
YTD
+4.74%
1 Year
+5.98%
3 Years (annualized)
+10.46%
5 Years (annualized)
+3.67%
10 Years (annualized)
+4.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSGCX 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)
+4.74%
Peer Avg (YTD)
+6.10%
vs Peers
-1.36%

TSGCX Mutual Fund Performance

TSGCX performance across multiple time periods: 1-month -3.55%, YTD 4.74%, 1-year 5.98%, 3-year 10.46%, 5-year 3.67%, 10-year 4.87%.

TSGCX returns trail the peer average of 6.10% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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