TEPLX Mutual Fund

NAV$28.97

Returns Overview

1 Month
+0.45%
3 Months
+1.26%
6 Months
-1.13%
YTD
+1.36%
1 Year
+13.45%
3 Years (annualized)
+13.46%
5 Years (annualized)
+7.31%
10 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEPLX 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 All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+1.36%
Peer Avg (YTD)
+8.97%
vs Peers
-7.61%

TEPLX Mutual Fund Performance

TEPLX performance across multiple time periods: 1-month 0.45%, YTD 1.36%, 1-year 13.45%, 3-year 13.46%, 5-year 7.31%, 10-year 7.84%.

TEPLX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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