TFEQX Mutual Fund

NAV$10.36
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Returns Overview

1 Month
-0.55%
3 Months
+9.35%
6 Months
+15.20%
YTD
+13.50%
1 Year
+24.97%
3 Years (annualized)
+19.44%
5 Years (annualized)
+11.46%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFEQX 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

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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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+13.50%
Peer Avg (YTD)
+8.71%
vs Peers
+4.79%

TFEQX Mutual Fund Performance

TFEQX performance across multiple time periods: 1-month -0.55%, YTD 13.50%, 1-year 24.97%, 3-year 19.44%, 5-year 11.46%, 10-year 9.74%.

TFEQX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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