TEURX Mutual Fund

NAV$35.49

Returns Overview

1 Month
-1.62%
3 Months
+2.85%
6 Months
+1.48%
YTD
+0.24%
1 Year
+13.47%
3 Years (annualized)
+14.87%
5 Years (annualized)
+11.00%
10 Years (annualized)
+8.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEURX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+0.24%
Peer Avg (YTD)
+6.25%
vs Peers
-6.01%

TEURX Mutual Fund Performance

TEURX performance across multiple time periods: 1-month -1.62%, YTD 0.24%, 1-year 13.47%, 3-year 14.87%, 5-year 11.00%, 10-year 8.65%.

TEURX returns trail the peer average of 6.25% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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