TEURX Mutual Fund

TEURX Mutual Fund

NAV$35.86
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Returns Overview

1 Month
+7.03%
3 Months
+6.22%
6 Months
+3.62%
YTD
+8.61%
1 Year
+22.56%
3 Years (annualized)
+16.39%
5 Years (annualized)
+12.42%
10 Years (annualized)
+9.10%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+8.61%
Peer Avg (YTD)
+7.33%
vs Peers
+1.28%

TEURX Mutual Fund Performance

TEURX performance across multiple time periods: 1-month 7.03%, YTD 8.61%, 1-year 22.56%, 3-year 16.39%, 5-year 12.42%, 10-year 9.10%.

TEURX returns outperform the peer average of 7.33% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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