TEQWX Mutual Fund

NAV$53.68
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Returns Overview

1 Month
-0.31%
3 Months
+15.43%
6 Months
+10.87%
YTD
+10.52%
1 Year
+22.79%
3 Years (annualized)
+20.33%
5 Years (annualized)
+12.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEQWX 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

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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.52%
Peer Avg (YTD)
+9.51%
vs Peers
+1.01%

TEQWX Mutual Fund Performance

TEQWX performance across multiple time periods: 1-month -0.31%, YTD 10.52%, 1-year 22.79%, 3-year 20.33%, 5-year 12.31%.

TEQWX returns outperform the peer average of 9.51% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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