TEPFX Mutual Fund

TEPFX Mutual Fund

NAV$9.49
See how much of TEPFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.32%
3 Months
+0.00%
6 Months
-0.68%
YTD
+0.82%
1 Year
+2.36%
3 Years (annualized)
+3.47%
5 Years (annualized)
+1.22%
10 Years (annualized)
+1.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEPFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond 7 Year Index
This Mutual Fund (YTD)
+0.82%
Peer Avg (YTD)
+0.15%
vs Peers
+0.67%

TEPFX Mutual Fund Performance

TEPFX performance across multiple time periods: 1-month 0.32%, YTD 0.82%, 1-year 2.36%, 3-year 3.47%, 5-year 1.22%, 10-year 1.44%.

TEPFX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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