TEPIX Mutual Fund

NAV$64.68

Returns Overview

1 Month
-1.08%
3 Months
+68.73%
6 Months
+47.79%
YTD
+47.28%
1 Year
+75.49%
3 Years (annualized)
+39.78%
5 Years (annualized)
+22.72%
10 Years (annualized)
+48.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEPIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+47.28%
Peer Avg (YTD)
+3.47%
vs Peers
+43.81%

TEPIX Mutual Fund Performance

TEPIX performance across multiple time periods: 1-month -1.08%, YTD 47.28%, 1-year 75.49%, 3-year 39.78%, 5-year 22.72%, 10-year 48.79%.

TEPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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