TEBRX Mutual Fund

NAV$34.01

Returns Overview

1 Month
-9.11%
3 Months
+4.17%
6 Months
+11.36%
YTD
+16.79%
1 Year
+48.58%
3 Years (annualized)
+28.54%
5 Years (annualized)
+16.86%
10 Years (annualized)
+15.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEBRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade 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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+16.79%
Peer Avg (YTD)
+5.93%
vs Peers
+10.86%

TEBRX Mutual Fund Performance

TEBRX performance across multiple time periods: 1-month -9.11%, YTD 16.79%, 1-year 48.58%, 3-year 28.54%, 5-year 16.86%, 10-year 15.76%.

TEBRX returns outperform the peer average of 5.93% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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