TEDSX Mutual Fund

NAV$33.89

Returns Overview

1 Month
-0.60%
3 Months
+3.48%
6 Months
+0.67%
YTD
-0.10%
1 Year
+8.80%
3 Years (annualized)
+11.95%
5 Years (annualized)
+8.49%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEDSX 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)
-0.10%
Peer Avg (YTD)
+9.49%
vs Peers
-9.58%

TEDSX Mutual Fund Performance

TEDSX performance across multiple time periods: 1-month -0.60%, YTD -0.10%, 1-year 8.80%, 3-year 11.95%, 5-year 8.49%, 10-year 8.35%.

TEDSX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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