TEPFX Mutual Fund

TEPFX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
+2.33%
3 Months
+0.43%
6 Months
+0.33%
YTD
+0.93%
1 Year
+1.51%
3 Years (annualized)
+4.05%
5 Years (annualized)
+1.36%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEPFX 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)
+0.93%
Peer Avg (YTD)
+0.07%
vs Peers
+0.86%

TEPFX Mutual Fund Performance

TEPFX performance across multiple time periods: 1-month 2.33%, YTD 0.93%, 1-year 1.51%, 3-year 4.05%, 5-year 1.36%, 10-year 1.55%.

TEPFX returns outperform the peer average of 0.07% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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