TEEFX Mutual Fund

TEEFX Mutual Fund

NAV$97.40
See how much of TEEFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.08%
3 Months
-1.17%
6 Months
+11.70%
YTD
+7.17%
1 Year
+12.14%
3 Years (annualized)
+20.93%
5 Years (annualized)
+9.80%
10 Years (annualized)
+15.99%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+7.17%
Peer Avg (YTD)
+8.51%
vs Peers
-1.34%

TEEFX Mutual Fund Performance

TEEFX performance across multiple time periods: 1-month 3.08%, YTD 7.17%, 1-year 12.14%, 3-year 20.93%, 5-year 9.80%, 10-year 15.99%.

TEEFX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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