TEPLX Mutual Fund

TEPLX Mutual Fund

NAV$29.92
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Returns Overview

1 Month
+0.31%
3 Months
+2.43%
6 Months
+1.76%
YTD
+4.60%
1 Year
+12.74%
3 Years (annualized)
+12.06%
5 Years (annualized)
+7.39%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEPLX 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
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📉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
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+6.23%
vs Peers
-1.63%

TEPLX Mutual Fund Performance

TEPLX performance across multiple time periods: 1-month 0.31%, YTD 4.60%, 1-year 12.74%, 3-year 12.06%, 5-year 7.39%, 10-year 7.37%.

TEPLX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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