TEOIX Mutual Fund

NAV$12.79

Returns Overview

1 Month
-3.25%
3 Months
+2.16%
6 Months
+7.39%
YTD
+15.96%
1 Year
+42.40%
3 Years (annualized)
+22.26%
5 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEOIX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+15.96%
Peer Avg (YTD)
+21.71%
vs Peers
-5.75%

TEOIX Mutual Fund Performance

TEOIX performance across multiple time periods: 1-month -3.25%, YTD 15.96%, 1-year 42.40%, 3-year 22.26%, 5-year 4.81%.

TEOIX returns trail the peer average of 21.71% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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