TEBRX Mutual Fund

TEBRX Mutual Fund

NAV$36.76
See how much of TEBRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.08%
3 Months
-1.40%
6 Months
+19.18%
YTD
+24.56%
1 Year
+35.38%
3 Years (annualized)
+25.24%
5 Years (annualized)
+14.79%
10 Years (annualized)
+14.82%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+24.56%
Peer Avg (YTD)
+6.69%
vs Peers
+17.87%

TEBRX Mutual Fund Performance

TEBRX performance across multiple time periods: 1-month 2.08%, YTD 24.56%, 1-year 35.38%, 3-year 25.24%, 5-year 14.79%, 10-year 14.82%.

TEBRX returns outperform the peer average of 6.69% 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.