TECCX Mutual Fund

TECCX Mutual Fund

NAV$15.78
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Returns Overview

1 Month
-0.28%
3 Months
-1.44%
6 Months
-2.26%
YTD
-0.38%
1 Year
+3.79%
3 Years (annualized)
+2.87%
5 Years (annualized)
-0.27%
10 Years (annualized)
+1.07%

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
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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
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
-0.38%
Peer Avg (YTD)
+0.17%
vs Peers
-0.55%

TECCX Mutual Fund Performance

TECCX performance across multiple time periods: 1-month -0.28%, YTD -0.38%, 1-year 3.79%, 3-year 2.87%, 5-year -0.27%, 10-year 1.07%.

TECCX returns trail the peer average of 0.17% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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