Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
TEGAX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS A) | 9.32% | 22.64% | 15.16% | 10.28% | 11.14% | 12.70% | 9.91% | 11.95% |
Data as of 07/22/2025, AR inception is 12/27/1994
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
TEGAX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS A) | 12/27/1994 | 07/22/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.17 | 22.64 | 15.16 | 10.28 | 11.14 | 12.70 | 9.91 | 11.95 | 9.32 | 12.78 | 24.20 | -28.05 | -1.26 | 18.79 | 42.15 | -3.71 | 24.17 | 4.64 | 0.73 | 12.94 | 34.66 | 19.83 | -11.64 | 21.06 | 37.71 | -39.43 | 12.11 | 14.21 | 10.75 | 10.50 | 43.81 | -23.10 | 7.05 | 25.94 | 46.14 | 2.69 | 32.42 | 10.59 | 14.22 | 1.51 |
Sharpe Ratio | NA | 0.81 | 0.63 | 0.39 | 0.44 | NA | NA | 0.48 | 0.52 | 0.36 | 1.24 | -0.91 | -0.05 | 0.50 | 2.80 | -0.27 | 2.76 | 0.28 | 0.04 | 0.94 | 2.71 | 1.26 | -0.39 | 0.98 | 1.29 | -0.98 | 0.57 | 0.83 | 0.69 | 0.67 | 2.48 | -0.99 | 0.23 | 0.80 | 2.78 | -0.03 | 2.05 | 0.59 | 0.86 | 22.35 |
Standard Deviation(%) | NA | 27.17 | 22.45 | 22.80 | 21.98 | NA | NA | 20.94 | 32.30 | 17.03 | 16.18 | 32.33 | 25.28 | 36.81 | 14.56 | 18.39 | 8.56 | 16.11 | 15.61 | 13.73 | 12.79 | 15.79 | 29.60 | 21.34 | 29.15 | 41.11 | 16.06 | 13.19 | 12.50 | 14.30 | 17.36 | 24.56 | 21.11 | 27.35 | 15.46 | 19.82 | 14.02 | 11.90 | 12.02 | 11.10 |
Draw Down(%) | NA | 27.79 | 27.79 | 33.85 | 38.76 | NA | NA | 53.28 | 27.79 | 14.46 | 13.63 | 31.49 | 21.95 | 38.76 | 7.72 | 22.01 | 3.82 | 15.58 | 14.51 | 10.58 | 7.12 | 11.79 | 29.02 | 18.27 | 23.66 | 52.21 | 11.81 | 13.50 | 7.94 | 14.77 | 11.45 | 36.86 | 23.35 | 21.23 | 11.84 | 35.67 | 9.98 | 15.07 | 9.36 | 0.20 |
Yield(%) | 0.00 | 3.24 | 2.16 | 6.43 | 7.56 | 10.44 | 7.91 | 15.59 | 0.00 | 3.41 | 0.00 | 1.95 | 17.10 | 7.84 | 9.31 | 7.53 | 11.29 | 2.69 | 8.08 | 13.67 | 12.65 | 7.61 | 5.57 | 0.00 | 0.00 | 1.06 | 12.51 | 8.55 | 9.30 | 5.69 | 0.30 | 1.58 | 0.35 | 18.93 | 18.90 | 5.64 | 12.06 | 10.17 | 0.28 | 1.48 |
Data as of 07/22/2025, AR inception is 12/27/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TEGAX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS A) |
-13.67%
Feb 2006 - Feb 2009 |
-4.31%
Feb 2004 - Feb 2009 |
3.49%
Aug 2000 - Aug 2010 |
7.02%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TEGAX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS A) |
34.68%
Mar 1997 - Mar 2000 |
23.33%
Feb 1995 - Feb 2000 |
17.22%
Sep 2011 - Sep 2021 |
14.76%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart