TEFRX Mutual Fund

TEFRX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
-1.39%
3 Months
-3.97%
6 Months
+1.22%
YTD
+5.64%
1 Year
+11.80%
3 Years (annualized)
+15.10%
5 Years (annualized)
+8.30%
10 Years (annualized)
+6.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEFRX 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
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🏦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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+5.64%
Peer Avg (YTD)
+10.38%
vs Peers
-4.75%

TEFRX Mutual Fund Performance

TEFRX performance across multiple time periods: 1-month -1.39%, YTD 5.64%, 1-year 11.80%, 3-year 15.10%, 5-year 8.30%, 10-year 6.38%.

TEFRX returns trail the peer average of 10.38% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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