TESHX Mutual Fund

TESHX Mutual Fund

NAV$9.57
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Returns Overview

1 Month
+0.10%
3 Months
+0.29%
6 Months
+0.46%
YTD
+0.68%
1 Year
+2.95%
3 Years (annualized)
+4.12%
5 Years (annualized)
+1.76%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TESHX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-3 Year Government/Credit Bond Index(I30672US)
This Mutual Fund (YTD)
+0.68%
Peer Avg (YTD)
+0.12%
vs Peers
+0.56%

TESHX Mutual Fund Performance

TESHX performance across multiple time periods: 1-month 0.10%, YTD 0.68%, 1-year 2.95%, 3-year 4.12%, 5-year 1.76%, 10-year 1.75%.

TESHX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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