TEFQX Mutual Fund

TEFQX Mutual Fund

NAV$5.33
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Returns Overview

1 Month
-16.14%
3 Months
-12.06%
6 Months
-3.62%
YTD
-8.50%
1 Year
-10.32%
3 Years (annualized)
-5.58%
5 Years (annualized)
-21.01%
10 Years (annualized)
+3.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEFQX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-8.50%
Peer Avg (YTD)
+11.56%
vs Peers
-20.06%

TEFQX Mutual Fund Performance

TEFQX performance across multiple time periods: 1-month -16.14%, YTD -8.50%, 1-year -10.32%, 3-year -5.58%, 5-year -21.01%, 10-year 3.80%.

TEFQX returns trail the peer average of 11.56% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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