TEPLX Mutual Fund

TEPLX Mutual Fund

NAV$28.65
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Returns Overview

1 Month
-3.32%
3 Months
-3.52%
6 Months
-1.18%
YTD
-0.28%
1 Year
+2.26%
3 Years (annualized)
+14.62%
5 Years (annualized)
+6.94%
10 Years (annualized)
+6.57%

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
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
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
-0.28%
Peer Avg (YTD)
+5.23%
vs Peers
-5.51%

TEPLX Mutual Fund Performance

TEPLX performance across multiple time periods: 1-month -3.32%, YTD -0.28%, 1-year 2.26%, 3-year 14.62%, 5-year 6.94%, 10-year 6.57%.

TEPLX returns trail the peer average of 5.23% 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.