TEPCX Mutual Fund

TEPCX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
-0.69%
3 Months
-0.28%
6 Months
-0.55%
YTD
+0.13%
1 Year
+2.09%
3 Years (annualized)
+2.57%
5 Years (annualized)
+0.46%
10 Years (annualized)
+0.74%

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
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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
Bloomberg Municipal Bond 7 Year Index
This Mutual Fund (YTD)
+0.13%
Peer Avg (YTD)
+0.23%
vs Peers
-0.10%

TEPCX Mutual Fund Performance

TEPCX performance across multiple time periods: 1-month -0.69%, YTD 0.13%, 1-year 2.09%, 3-year 2.57%, 5-year 0.46%, 10-year 0.74%.

TEPCX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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