TESRX Mutual Fund

NAV$28.24

Returns Overview

1 Month
+0.42%
3 Months
+6.80%
6 Months
+4.31%
YTD
+3.78%
1 Year
+11.83%
3 Years (annualized)
+11.74%
5 Years (annualized)
+6.67%
10 Years (annualized)
+7.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TESRX 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)
+3.78%
Peer Avg (YTD)
+6.73%
vs Peers
-2.95%

TESRX Mutual Fund Performance

TESRX performance across multiple time periods: 1-month 0.42%, YTD 3.78%, 1-year 11.83%, 3-year 11.74%, 5-year 6.67%, 10-year 7.58%.

TESRX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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