TEBIX Mutual Fund

NAV$19.34

Returns Overview

1 Month
+3.70%
3 Months
+3.59%
6 Months
+2.76%
YTD
+5.40%
1 Year
+13.41%
3 Years (annualized)
+12.67%
5 Years (annualized)
+7.09%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEBIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+5.40%
Peer Avg (YTD)
+9.49%
vs Peers
-4.09%

TEBIX Mutual Fund Performance

TEBIX performance across multiple time periods: 1-month 3.70%, YTD 5.40%, 1-year 13.41%, 3-year 12.67%, 5-year 7.09%, 10-year 9.85%.

TEBIX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

TEBIX performance comparison shows side-by-side returns with another fund. TEBIX alternatives are available in the Mutual Fund Screener.