TEURX Mutual Fund

TEURX Mutual Fund

NAV$33.78
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Returns Overview

1 Month
+0.71%
3 Months
-3.24%
6 Months
+2.77%
YTD
+3.81%
1 Year
+11.29%
3 Years (annualized)
+18.94%
5 Years (annualized)
+11.39%
10 Years (annualized)
+8.21%

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)
+3.81%
Peer Avg (YTD)
+6.63%
vs Peers
-2.82%

TEURX Mutual Fund Performance

TEURX performance across multiple time periods: 1-month 0.71%, YTD 3.81%, 1-year 11.29%, 3-year 18.94%, 5-year 11.39%, 10-year 8.21%.

TEURX returns trail the peer average of 6.63% 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.