TEDRX Mutual Fund

TEDRX Mutual Fund

NAV$32.96
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Returns Overview

1 Month
+6.10%
3 Months
+6.06%
6 Months
+3.92%
YTD
+6.27%
1 Year
+18.47%
3 Years (annualized)
+12.97%
5 Years (annualized)
+10.00%
10 Years (annualized)
+8.81%

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
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📉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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+11.41%
vs Peers
-5.14%

TEDRX Mutual Fund Performance

TEDRX performance across multiple time periods: 1-month 6.10%, YTD 6.27%, 1-year 18.47%, 3-year 12.97%, 5-year 10.00%, 10-year 8.81%.

TEDRX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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