TESIX Mutual Fund

NAV$28.57

Returns Overview

1 Month
+0.45%
3 Months
+6.88%
6 Months
+4.45%
YTD
+3.91%
1 Year
+12.12%
3 Years (annualized)
+11.78%
5 Years (annualized)
+6.79%
10 Years (annualized)
+7.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TESIX 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
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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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.91%
Peer Avg (YTD)
+6.73%
vs Peers
-2.81%

TESIX Mutual Fund Performance

TESIX performance across multiple time periods: 1-month 0.45%, YTD 3.91%, 1-year 12.12%, 3-year 11.78%, 5-year 6.79%, 10-year 7.98%.

TESIX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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