TEBRX Mutual Fund

TEBRX Mutual Fund

NAV$35.97
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Returns Overview

1 Month
-7.89%
3 Months
+6.26%
6 Months
+16.79%
YTD
+22.02%
1 Year
+35.17%
3 Years (annualized)
+22.70%
5 Years (annualized)
+14.50%
10 Years (annualized)
+14.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEBRX 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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+22.02%
Peer Avg (YTD)
+5.79%
vs Peers
+16.23%

TEBRX Mutual Fund Performance

TEBRX performance across multiple time periods: 1-month -7.89%, YTD 22.02%, 1-year 35.17%, 3-year 22.70%, 5-year 14.50%, 10-year 14.57%.

TEBRX returns outperform the peer average of 5.79% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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