TEMWX Mutual Fund

NAV$19.27

Returns Overview

1 Month
-0.31%
3 Months
+14.79%
6 Months
+7.03%
YTD
+5.55%
1 Year
+3.28%
3 Years (annualized)
+14.72%
5 Years (annualized)
+6.75%
10 Years (annualized)
+8.25%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+5.55%
Peer Avg (YTD)
+9.49%
vs Peers
-3.94%

TEMWX Mutual Fund Performance

TEMWX performance across multiple time periods: 1-month -0.31%, YTD 5.55%, 1-year 3.28%, 3-year 14.72%, 5-year 6.75%, 10-year 8.25%.

TEMWX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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