TEPIX Mutual Fund

TEPIX Mutual Fund

NAV$71.90
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Returns Overview

1 Month
+9.10%
3 Months
-5.43%
6 Months
+50.70%
YTD
+40.81%
1 Year
+60.35%
3 Years (annualized)
+37.80%
5 Years (annualized)
+18.72%
10 Years (annualized)
+47.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEPIX 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
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+40.81%
Peer Avg (YTD)
+4.75%
vs Peers
+36.06%

TEPIX Mutual Fund Performance

TEPIX performance across multiple time periods: 1-month 9.10%, YTD 40.81%, 1-year 60.35%, 3-year 37.80%, 5-year 18.72%, 10-year 47.32%.

TEPIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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