TEEFX Mutual Fund

NAV$95.54

Returns Overview

1 Month
-2.89%
3 Months
+16.13%
6 Months
+5.15%
YTD
+5.31%
1 Year
+14.40%
3 Years (annualized)
+20.93%
5 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEEFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+5.31%
Peer Avg (YTD)
+8.97%
vs Peers
-3.66%

TEEFX Mutual Fund Performance

TEEFX performance across multiple time periods: 1-month -2.89%, YTD 5.31%, 1-year 14.40%, 3-year 20.93%, 5-year 10.78%.

TEEFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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