TEDSX Mutual Fund

TEDSX Mutual Fund

NAV$34.19
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Returns Overview

1 Month
+6.03%
3 Months
+5.93%
6 Months
+3.63%
YTD
+5.93%
1 Year
+17.84%
3 Years (annualized)
+12.98%
5 Years (annualized)
+9.80%
10 Years (annualized)
+8.68%

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
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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)
+5.93%
Peer Avg (YTD)
+11.41%
vs Peers
-5.48%

TEDSX Mutual Fund Performance

TEDSX performance across multiple time periods: 1-month 6.03%, YTD 5.93%, 1-year 17.84%, 3-year 12.98%, 5-year 9.80%, 10-year 8.68%.

TEDSX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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