TEMEX Mutual Fund

TEMEX Mutual Fund

NAV$20.25
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Returns Overview

1 Month
+5.94%
3 Months
+5.16%
6 Months
+3.53%
YTD
+7.37%
1 Year
+19.79%
3 Years (annualized)
+13.72%
5 Years (annualized)
+7.32%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEMEX 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
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📉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 World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+7.37%
Peer Avg (YTD)
+11.41%
vs Peers
-4.04%

TEMEX Mutual Fund Performance

TEMEX performance across multiple time periods: 1-month 5.94%, YTD 7.37%, 1-year 19.79%, 3-year 13.72%, 5-year 7.32%, 10-year 8.79%.

TEMEX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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