TEPIX Mutual Fund

TEPIX Mutual Fund

NAV$64.64
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Returns Overview

1 Month
-12.37%
3 Months
+13.14%
6 Months
+30.11%
YTD
+29.07%
1 Year
+46.32%
3 Years (annualized)
+32.30%
5 Years (annualized)
+18.17%
10 Years (annualized)
+29.97%

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)
+29.07%
Peer Avg (YTD)
+2.39%
vs Peers
+26.68%

TEPIX Mutual Fund Performance

TEPIX performance across multiple time periods: 1-month -12.37%, YTD 29.07%, 1-year 46.32%, 3-year 32.30%, 5-year 18.17%, 10-year 29.97%.

TEPIX returns outperform the peer average of 2.39% 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.