TEMTX Mutual Fund

NAV$28.86

Returns Overview

1 Month
+0.41%
3 Months
+6.67%
6 Months
+4.07%
YTD
+3.51%
1 Year
+11.27%
3 Years (annualized)
+11.20%
5 Years (annualized)
+6.14%
10 Years (annualized)
+7.01%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.51%
Peer Avg (YTD)
+6.73%
vs Peers
-3.22%

TEMTX Mutual Fund Performance

TEMTX performance across multiple time periods: 1-month 0.41%, YTD 3.51%, 1-year 11.27%, 3-year 11.20%, 5-year 6.14%, 10-year 7.01%.

TEMTX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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