TEPCX Mutual Fund

NAV$9.70

Returns Overview

1 Month
+0.26%
3 Months
+0.88%
6 Months
+0.92%
YTD
+0.82%
1 Year
+3.17%
3 Years (annualized)
+2.88%
5 Years (annualized)
+0.66%
10 Years (annualized)
+0.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEPCX 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
Bloomberg Municipal Bond 7 Year Index
This Mutual Fund (YTD)
+0.82%
Peer Avg (YTD)
+1.79%
vs Peers
-0.96%

TEPCX Mutual Fund Performance

TEPCX performance across multiple time periods: 1-month 0.26%, YTD 0.82%, 1-year 3.17%, 3-year 2.88%, 5-year 0.66%, 10-year 0.81%.

TEPCX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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