TEPSX Mutual Fund

TEPSX Mutual Fund

NAV$41.03
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Returns Overview

1 Month
-12.73%
3 Months
+1.94%
6 Months
+15.03%
YTD
+30.78%
1 Year
+21.92%
3 Years (annualized)
+38.37%
5 Years (annualized)
+15.47%
10 Years (annualized)
+28.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEPSX 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
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+30.78%
Peer Avg (YTD)
+3.05%
vs Peers
+27.73%

TEPSX Mutual Fund Performance

TEPSX performance across multiple time periods: 1-month -12.73%, YTD 30.78%, 1-year 21.92%, 3-year 38.37%, 5-year 15.47%, 10-year 28.23%.

TEPSX returns outperform the peer average of 3.05% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

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