Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TEGYX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS Y) | 4.20% | 11.97% | 11.94% | 6.20% | 7.85% | 10.33% | NA | 12.36% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEGYX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS Y) | 02/03/2009 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 02/03/2009.
AR inception is since 02/03/2009.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.55 | 11.97 | 11.94 | 6.20 | 7.85 | 10.33 | NA | 12.36 | 4.20 | 13.25 | 24.51 | -27.78 | -0.17 | 19.46 | 42.46 | -3.41 | 24.47 | 4.89 | 0.94 | 13.30 | 35.05 | 20.14 | -11.42 | 21.42 | 42.27 |
| Sharpe Ratio | NA | 0.21 | 0.32 | 0.17 | 0.27 | NA | NA | 0.51 | 0.23 | 0.39 | 1.27 | -0.91 | -0.01 | 0.52 | 2.82 | -0.26 | 2.79 | 0.29 | 0.06 | 0.97 | 2.74 | 1.28 | -0.39 | 1.00 | 1.68 |
| Standard Deviation(%) | NA | 27.12 | 23.74 | 24.46 | 22.69 | NA | NA | 21.95 | 37.88 | 17.00 | 16.15 | 32.31 | 24.63 | 36.76 | 14.56 | 18.39 | 8.59 | 16.10 | 15.62 | 13.72 | 12.77 | 15.84 | 29.56 | 21.32 | 27.97 |
| Draw Down(%) | NA | 28.44 | 28.44 | 42.84 | 42.84 | NA | NA | 42.84 | 27.76 | 14.39 | 13.57 | 31.36 | 21.24 | 38.78 | 7.72 | 21.95 | 3.80 | 15.55 | 14.42 | 10.55 | 7.06 | 11.72 | 28.91 | 18.19 | 20.54 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 3.49 | 6.34 | 7.02 | 8.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.15 | 7.27 | 10.96 | 2.62 | 8.05 | 13.43 | 12.49 | 7.54 | 5.53 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEGYX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS Y) |
-6.37%
Jul 2021 - Jul 2024 |
2.55%
Sep 2018 - Sep 2023 |
6.50%
Mar 2015 - Mar 2025 |
9.12%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEGYX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS Y) |
23.13%
Mar 2009 - Mar 2012 |
21.44%
Mar 2009 - Mar 2014 |
16.76%
Sep 2011 - Sep 2021 |
12.96%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart