TEQAX Mutual Fund

TEQAX Mutual Fund

NAV$34.87
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Returns Overview

1 Month
+2.92%
3 Months
+14.59%
6 Months
+14.22%
YTD
+12.01%
1 Year
+23.42%
3 Years (annualized)
+20.25%
5 Years (annualized)
+10.84%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEQAX 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 Ex-USA Index
This Mutual Fund (YTD)
+12.01%
Peer Avg (YTD)
+9.13%
vs Peers
+2.88%

TEQAX Mutual Fund Performance

TEQAX performance across multiple time periods: 1-month 2.92%, YTD 12.01%, 1-year 23.42%, 3-year 20.25%, 5-year 10.84%, 10-year 12.06%.

TEQAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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