TEQCX Mutual Fund

NAV$35.14

Returns Overview

1 Month
+2.83%
3 Months
+14.36%
6 Months
+13.77%
YTD
+11.57%
1 Year
+22.41%
3 Years (annualized)
+19.30%
5 Years (annualized)
+16.11%
10 Years (annualized)
+16.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEQCX 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
MSCI All Country World Ex-USA Index
This Mutual Fund (YTD)
+11.57%
Peer Avg (YTD)
+9.13%
vs Peers
+2.44%

TEQCX Mutual Fund Performance

TEQCX performance across multiple time periods: 1-month 2.83%, YTD 11.57%, 1-year 22.41%, 3-year 19.30%, 5-year 16.11%, 10-year 16.68%.

TEQCX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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