TEPSX Mutual Fund

TEPSX Mutual Fund

NAV$53.23
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Returns Overview

1 Month
+9.03%
3 Months
-5.66%
6 Months
+49.92%
YTD
+39.88%
1 Year
+58.74%
3 Years (annualized)
-14.07%
5 Years (annualized)
-10.93%
10 Years (annualized)
+13.80%

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
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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)
+39.88%
Peer Avg (YTD)
+4.75%
vs Peers
+35.13%

TEPSX Mutual Fund Performance

TEPSX performance across multiple time periods: 1-month 9.03%, YTD 39.88%, 1-year 58.74%, 3-year -14.07%, 5-year -10.93%, 10-year 13.80%.

TEPSX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

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