TETIX Mutual Fund

NAV$15.41

Returns Overview

1 Month
+7.13%
3 Months
+11.78%
6 Months
+4.46%
YTD
-0.19%
1 Year
-4.57%
3 Years (annualized)
+6.39%
5 Years (annualized)
+9.66%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TETIX 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)
-0.19%
Peer Avg (YTD)
+4.49%
vs Peers
-4.68%

TETIX Mutual Fund Performance

TETIX performance across multiple time periods: 1-month 7.13%, YTD -0.19%, 1-year -4.57%, 3-year 6.39%, 5-year 9.66%, 10-year 6.78%.

TETIX returns trail the peer average of 4.49% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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