TEFRX Mutual Fund

NAV$10.20

Returns Overview

1 Month
+0.29%
3 Months
+5.48%
6 Months
+2.20%
YTD
+8.51%
1 Year
+20.69%
3 Years (annualized)
+13.40%
5 Years (annualized)
+8.40%
10 Years (annualized)
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEFRX 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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+8.51%
Peer Avg (YTD)
+8.71%
vs Peers
-0.20%

TEFRX Mutual Fund Performance

TEFRX performance across multiple time periods: 1-month 0.29%, YTD 8.51%, 1-year 20.69%, 3-year 13.40%, 5-year 8.40%, 10-year 7.49%.

TEFRX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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