TEDLX Mutual Fund

NAV$9.03

Returns Overview

1 Month
-0.66%
3 Months
-0.88%
6 Months
-1.85%
YTD
-0.88%
1 Year
+10.47%
3 Years (annualized)
+10.70%
5 Years (annualized)
+3.48%
10 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEDLX 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
J.P. Morgan Emerging Markets Bond Index (EMBI) Global Diversified(^JPMEMBIEMBIGD)
This Mutual Fund (YTD)
-0.88%
Peer Avg (YTD)
+3.07%
vs Peers
-3.95%

TEDLX Mutual Fund Performance

TEDLX performance across multiple time periods: 1-month -0.66%, YTD -0.88%, 1-year 10.47%, 3-year 10.70%, 5-year 3.48%, 10-year 4.81%.

TEDLX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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