TEMZX Mutual Fund

TEMZX Mutual Fund

NAV$17.76
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Returns Overview

1 Month
-5.29%
3 Months
+0.56%
6 Months
+2.07%
YTD
+6.96%
1 Year
+10.18%
3 Years (annualized)
+9.70%
5 Years (annualized)
+3.79%
10 Years (annualized)
+6.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEMZX 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
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+6.96%
Peer Avg (YTD)
+17.66%
vs Peers
-10.70%

TEMZX Mutual Fund Performance

TEMZX performance across multiple time periods: 1-month -5.29%, YTD 6.96%, 1-year 10.18%, 3-year 9.70%, 5-year 3.79%, 10-year 6.40%.

TEMZX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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