TEFTX Mutual Fund

NAV$10.79

Returns Overview

1 Month
+0.38%
3 Months
+9.63%
6 Months
+9.75%
YTD
+7.72%
1 Year
+19.98%
3 Years (annualized)
+12.83%
5 Years (annualized)
+7.85%
10 Years (annualized)
+6.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEFTX 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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+7.72%
Peer Avg (YTD)
+8.71%
vs Peers
-1.00%

TEFTX Mutual Fund Performance

TEFTX performance across multiple time periods: 1-month 0.38%, YTD 7.72%, 1-year 19.98%, 3-year 12.83%, 5-year 7.85%, 10-year 6.94%.

TEFTX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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