TEPCX Mutual Fund

TEPCX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
+2.18%
3 Months
+0.16%
6 Months
-0.12%
YTD
+0.29%
1 Year
+0.73%
3 Years (annualized)
+3.35%
5 Years (annualized)
+0.69%
10 Years (annualized)
+0.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEPCX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond 7 Year Index
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+0.07%
vs Peers
+0.22%

TEPCX Mutual Fund Performance

TEPCX performance across multiple time periods: 1-month 2.18%, YTD 0.29%, 1-year 0.73%, 3-year 3.35%, 5-year 0.69%, 10-year 0.86%.

TEPCX returns outperform the peer average of 0.07% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

TEPCX vs another fund shows side-by-side returns. TEPCX alternatives are available in the Mutual Fund Screener.