TEBRX Mutual Fund

TEBRX Mutual Fund

NAV$33.99
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Returns Overview

1 Month
-4.96%
3 Months
-1.31%
6 Months
+4.87%
YTD
+19.06%
1 Year
+20.11%
3 Years (annualized)
+27.00%
5 Years (annualized)
+13.49%
10 Years (annualized)
+14.32%

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)
+19.06%
Peer Avg (YTD)
+5.74%
vs Peers
+13.32%

TEBRX Mutual Fund Performance

TEBRX performance across multiple time periods: 1-month -4.96%, YTD 19.06%, 1-year 20.11%, 3-year 27.00%, 5-year 13.49%, 10-year 14.32%.

TEBRX returns outperform the peer average of 5.74% 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.