TFESX Mutual Fund

TFESX Mutual Fund

NAV$10.85
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Returns Overview

1 Month
-0.62%
3 Months
+9.22%
6 Months
+14.91%
YTD
+13.29%
1 Year
+24.70%
3 Years (annualized)
+19.27%
5 Years (annualized)
+11.92%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFESX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+13.29%
Peer Avg (YTD)
+8.71%
vs Peers
+4.58%

TFESX Mutual Fund Performance

TFESX performance across multiple time periods: 1-month -0.62%, YTD 13.29%, 1-year 24.70%, 3-year 19.27%, 5-year 11.92%, 10-year 9.88%.

TFESX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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