TEMWX Mutual Fund

TEMWX Mutual Fund

NAV$19.12
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Returns Overview

1 Month
-1.10%
3 Months
+3.07%
6 Months
+3.35%
YTD
+5.85%
1 Year
+14.08%
3 Years (annualized)
+17.05%
5 Years (annualized)
+8.88%
10 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEMWX 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 All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+5.85%
Peer Avg (YTD)
+11.41%
vs Peers
-5.56%

TEMWX Mutual Fund Performance

TEMWX performance across multiple time periods: 1-month -1.10%, YTD 5.85%, 1-year 14.08%, 3-year 17.05%, 5-year 8.88%, 10-year 7.66%.

TEMWX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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