TEFQX Mutual Fund

NAV$4.69

Returns Overview

1 Month
-12.21%
3 Months
+28.95%
6 Months
+9.55%
YTD
+9.11%
1 Year
+12.29%
3 Years (annualized)
+4.82%
5 Years (annualized)
-18.57%
10 Years (annualized)
+6.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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)
+9.11%
Peer Avg (YTD)
+16.06%
vs Peers
-6.95%

TEFQX Mutual Fund Performance

TEFQX performance across multiple time periods: 1-month -12.21%, YTD 9.11%, 1-year 12.29%, 3-year 4.82%, 5-year -18.57%, 10-year 6.38%.

TEFQX returns trail the peer average of 16.06% 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.