TEQIX Mutual Fund

NAV$17.34

Returns Overview

1 Month
+0.85%
3 Months
+5.83%
6 Months
+6.44%
YTD
+5.96%
1 Year
+14.67%
3 Years (annualized)
+14.02%
5 Years (annualized)
+7.25%
10 Years (annualized)
+6.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEQIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Value-NR
This Mutual Fund (YTD)
+5.96%
Peer Avg (YTD)
+5.87%
vs Peers
+0.10%

TEQIX Mutual Fund Performance

TEQIX performance across multiple time periods: 1-month 0.85%, YTD 5.96%, 1-year 14.67%, 3-year 14.02%, 5-year 7.25%, 10-year 6.61%.

TEQIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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