TEMTX Mutual Fund

TEMTX Mutual Fund

NAV$27.58
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Returns Overview

1 Month
+4.88%
3 Months
+5.47%
6 Months
+5.75%
YTD
+8.56%
1 Year
+16.56%
3 Years (annualized)
+11.54%
5 Years (annualized)
+7.20%
10 Years (annualized)
+7.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEMTX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.56%
Peer Avg (YTD)
+6.57%
vs Peers
+1.99%

TEMTX Mutual Fund Performance

TEMTX performance across multiple time periods: 1-month 4.88%, YTD 8.56%, 1-year 16.56%, 3-year 11.54%, 5-year 7.20%, 10-year 7.03%.

TEMTX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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