TEMQX Mutual Fund

TEMQX Mutual Fund

NAV$16.96
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Returns Overview

1 Month
-4.39%
3 Months
-0.36%
6 Months
+5.27%
YTD
+5.21%
1 Year
+8.90%
3 Years (annualized)
+12.98%
5 Years (annualized)
+6.44%
10 Years (annualized)
+5.01%

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)
+5.21%
Peer Avg (YTD)
+4.96%
vs Peers
+0.24%

TEMQX Mutual Fund Performance

TEMQX performance across multiple time periods: 1-month -4.39%, YTD 5.21%, 1-year 8.90%, 3-year 12.98%, 5-year 6.44%, 10-year 5.01%.

TEMQX returns outperform the peer average of 4.96% 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.