TEMQX Mutual Fund

NAV$17.25

Returns Overview

1 Month
+0.79%
3 Months
+5.65%
6 Months
+6.06%
YTD
+5.59%
1 Year
+13.86%
3 Years (annualized)
+13.18%
5 Years (annualized)
+6.45%
10 Years (annualized)
+5.83%

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
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 World Value-NR
This Mutual Fund (YTD)
+5.59%
Peer Avg (YTD)
+5.87%
vs Peers
-0.28%

TEMQX Mutual Fund Performance

TEMQX performance across multiple time periods: 1-month 0.79%, YTD 5.59%, 1-year 13.86%, 3-year 13.18%, 5-year 6.45%, 10-year 5.83%.

TEMQX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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