TEDRX Mutual Fund

NAV$32.97

Returns Overview

1 Month
-0.59%
3 Months
+3.60%
6 Months
+0.89%
YTD
+0.16%
1 Year
+9.35%
3 Years (annualized)
+12.51%
5 Years (annualized)
+9.04%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEDRX 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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+0.16%
Peer Avg (YTD)
+9.49%
vs Peers
-9.33%

TEDRX Mutual Fund Performance

TEDRX performance across multiple time periods: 1-month -0.59%, YTD 0.16%, 1-year 9.35%, 3-year 12.51%, 5-year 9.04%, 10-year 8.90%.

TEDRX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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