TEFAX Mutual Fund

NAV$28.36

Returns Overview

1 Month
+0.28%
3 Months
-1.35%
6 Months
+10.08%
YTD
+9.74%
1 Year
+27.43%
3 Years (annualized)
+7.51%
5 Years (annualized)
+7.95%
10 Years (annualized)
+7.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEFAX 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
S&P Financials Index
This Mutual Fund (YTD)
+9.74%
Peer Avg (YTD)
+8.37%
vs Peers
+1.37%

TEFAX Mutual Fund Performance

TEFAX performance across multiple time periods: 1-month 0.28%, YTD 9.74%, 1-year 27.43%, 3-year 7.51%, 5-year 7.95%, 10-year 7.14%.

TEFAX returns outperform the peer average of 8.37% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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