TEFEX Mutual Fund

TEFEX Mutual Fund

NAV$16.37
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Returns Overview

1 Month
-1.91%
3 Months
-0.51%
6 Months
-0.13%
YTD
+0.44%
1 Year
+5.90%
3 Years (annualized)
+3.60%
5 Years (annualized)
+0.72%
10 Years (annualized)
+2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEFEX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
+0.44%
Peer Avg (YTD)
+0.39%
vs Peers
+0.05%

TEFEX Mutual Fund Performance

TEFEX performance across multiple time periods: 1-month -1.91%, YTD 0.44%, 1-year 5.90%, 3-year 3.60%, 5-year 0.72%, 10-year 2.05%.

TEFEX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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