Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEGYX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS Y) | 10.23% | 15.55% | 16.85% | 7.36% | 12.96% | 11.91% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEGYX (MID CAP GROWTH FUND MID CAP GROWTH FUND CLASS Y) | 02/03/2009 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.85 | 15.55 | 16.85 | 7.36 | 12.96 | 11.91 | NA | … | … | 10.23 | 9.49 | 16.25 | 24.51 | -26.03 | 15.77 | 27.41 | 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 | 0.73 | 0.66 | 0.21 | 0.52 | NA | NA | … | … | 1.10 | 0.26 | 0.74 | 1.30 | -0.86 | 0.88 | 0.74 | 2.81 | -0.26 | 2.78 | 0.29 | 0.06 | 0.97 | 2.74 | 1.28 | -0.39 | 1.00 | 1.68 |
| Standard Deviation(%) | NA | 17.65 | 20.47 | 22.71 | 21.93 | NA | NA | … | … | 20.89 | 25.83 | 17.02 | 16.15 | 32.11 | 17.91 | 36.38 | 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 | 10.81 | 27.76 | 33.71 | 38.78 | NA | NA | … | … | 10.44 | 27.76 | 14.39 | 13.57 | 31.36 | 8.70 | 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 | 9.98 | 5.66 | 5.94 | 9.26 | 9.36 | 12.63 | … | … | 0.00 | 10.37 | 3.19 | 0.00 | 1.84 | 16.26 | 7.49 | 9.15 | 7.27 | 10.96 | 2.62 | 8.05 | 13.43 | 12.49 | 7.54 | 5.53 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/03/2009
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) |
-0.83%
Jul 2021 – Jul 2024 |
5.83%
Mar 2015 – Mar 2020 |
9.34%
Mar 2015 – Mar 2025 |
10.72%
Mar 2011 – Mar 2026 |
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) |
28.09%
Dec 2018 – Dec 2021 |
21.44%
Mar 2009 – Mar 2014 |
17.51%
Sep 2011 – Sep 2021 |
14.75%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart