TEMSX Mutual Fund

NAV$11.55

Returns Overview

1 Month
-0.24%
3 Months
+19.59%
6 Months
+20.65%
YTD
+17.42%
1 Year
+43.40%
3 Years (annualized)
+18.87%
5 Years (annualized)
+3.22%
10 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEMSX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+17.42%
Peer Avg (YTD)
+21.71%
vs Peers
-4.29%

TEMSX Mutual Fund Performance

TEMSX performance across multiple time periods: 1-month -0.24%, YTD 17.42%, 1-year 43.40%, 3-year 18.87%, 5-year 3.22%, 10-year 8.48%.

TEMSX returns trail the peer average of 21.71% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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