TETAX Mutual Fund

NAV$13.93

Returns Overview

1 Month
+7.12%
3 Months
+11.74%
6 Months
+4.40%
YTD
-0.29%
1 Year
-4.80%
3 Years (annualized)
+11.08%
5 Years (annualized)
+12.41%
10 Years (annualized)
+12.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TETAX 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

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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 Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
-0.29%
Peer Avg (YTD)
+4.49%
vs Peers
-4.77%

TETAX Mutual Fund Performance

TETAX performance across multiple time periods: 1-month 7.12%, YTD -0.29%, 1-year -4.80%, 3-year 11.08%, 5-year 12.41%, 10-year 12.08%.

TETAX returns trail the peer average of 4.49% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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