TEURX Mutual Fund

TEURX Mutual Fund

NAV$31.92
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Returns Overview

1 Month
+1.02%
3 Months
+6.38%
6 Months
+2.24%
YTD
+9.73%
1 Year
+17.79%
3 Years (annualized)
+18.12%
5 Years (annualized)
+12.10%
10 Years (annualized)
+8.82%

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)
+9.73%
Peer Avg (YTD)
+8.62%
vs Peers
+1.11%

TEURX Mutual Fund Performance

TEURX performance across multiple time periods: 1-month 1.02%, YTD 9.73%, 1-year 17.79%, 3-year 18.12%, 5-year 12.10%, 10-year 8.82%.

TEURX returns outperform the peer average of 8.62% 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.