TEPSX Mutual Fund

NAV$47.59

Returns Overview

1 Month
-1.16%
3 Months
+68.31%
6 Months
+47.06%
YTD
+46.55%
1 Year
+73.72%
3 Years (annualized)
+38.46%
5 Years (annualized)
+21.54%
10 Years (annualized)
+48.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEPSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+46.55%
Peer Avg (YTD)
+3.47%
vs Peers
+43.07%

TEPSX Mutual Fund Performance

TEPSX performance across multiple time periods: 1-month -1.16%, YTD 46.55%, 1-year 73.72%, 3-year 38.46%, 5-year 21.54%, 10-year 48.83%.

TEPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

TEPSX performance comparison shows side-by-side returns with another fund. TEPSX alternatives are available in the Mutual Fund Screener.