TEMQX Mutual Fund

TEMQX Mutual Fund

NAV$17.47
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Returns Overview

1 Month
+2.29%
3 Months
+4.10%
6 Months
+4.87%
YTD
+8.00%
1 Year
+17.09%
3 Years (annualized)
+12.93%
5 Years (annualized)
+7.03%
10 Years (annualized)
+5.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEMQX 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 World Value-NR
This Mutual Fund (YTD)
+8.00%
Peer Avg (YTD)
+5.54%
vs Peers
+2.46%

TEMQX Mutual Fund Performance

TEMQX performance across multiple time periods: 1-month 2.29%, YTD 8.00%, 1-year 17.09%, 3-year 12.93%, 5-year 7.03%, 10-year 5.86%.

TEMQX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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