TEQIX Mutual Fund

TEQIX Mutual Fund

NAV$17.56
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Returns Overview

1 Month
+2.40%
3 Months
+4.27%
6 Months
+5.30%
YTD
+8.50%
1 Year
+17.96%
3 Years (annualized)
+13.78%
5 Years (annualized)
+7.83%
10 Years (annualized)
+6.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEQIX 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
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📉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 World Value-NR
This Mutual Fund (YTD)
+8.50%
Peer Avg (YTD)
+5.54%
vs Peers
+2.96%

TEQIX Mutual Fund Performance

TEQIX performance across multiple time periods: 1-month 2.40%, YTD 8.50%, 1-year 17.96%, 3-year 13.78%, 5-year 7.83%, 10-year 6.65%.

TEQIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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