TEFQX Mutual Fund

NAV$4.44

Returns Overview

1 Month
-4.67%
3 Months
-15.34%
6 Months
-6.94%
YTD
-5.06%
1 Year
+14.11%
3 Years
-1.72%
5 Years
-19.51%
10 Years
+5.58%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would TEFQX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-5.06%
Peer Avg (YTD)
-0.14%
vs Peers
-4.92%

TEFQX Mutual Fund Performance

TEFQX performance across multiple time periods: 1-month -4.67%, YTD -5.06%, 1-year 14.11%, 3-year -1.72%, 5-year -19.51%, 10-year 5.58%.

TEFQX returns trail the peer average of -0.14% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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