TECFX Mutual Fund

TECFX Mutual Fund

NAV$16.37
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Returns Overview

1 Month
-1.94%
3 Months
-0.57%
6 Months
-0.25%
YTD
+0.29%
1 Year
+5.62%
3 Years (annualized)
+3.32%
5 Years (annualized)
+0.45%
10 Years (annualized)
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TECFX 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
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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)
+0.29%
Peer Avg (YTD)
+0.39%
vs Peers
-0.10%

TECFX Mutual Fund Performance

TECFX performance across multiple time periods: 1-month -1.94%, YTD 0.29%, 1-year 5.62%, 3-year 3.32%, 5-year 0.45%, 10-year 1.78%.

TECFX returns trail the peer average of 0.39% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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