TECCX Mutual Fund

NAV$16.64

Returns Overview

1 Month
+0.84%
3 Months
+2.46%
6 Months
+1.94%
YTD
+1.94%
1 Year
+6.43%
3 Years (annualized)
+3.31%
5 Years (annualized)
+0.24%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TECCX 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
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
+1.94%
Peer Avg (YTD)
+1.98%
vs Peers
-0.04%

TECCX Mutual Fund Performance

TECCX performance across multiple time periods: 1-month 0.84%, YTD 1.94%, 1-year 6.43%, 3-year 3.31%, 5-year 0.24%, 10-year 1.31%.

TECCX returns trail the peer average of 1.98% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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