TEMEX Mutual Fund

NAV$19.58

Returns Overview

1 Month
+3.60%
3 Months
+3.87%
6 Months
+2.09%
YTD
+5.33%
1 Year
+12.11%
3 Years (annualized)
+11.69%
5 Years (annualized)
+6.21%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEMEX 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 World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+5.33%
Peer Avg (YTD)
+9.49%
vs Peers
-4.16%

TEMEX Mutual Fund Performance

TEMEX performance across multiple time periods: 1-month 3.60%, YTD 5.33%, 1-year 12.11%, 3-year 11.69%, 5-year 6.21%, 10-year 9.69%.

TEMEX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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