TLEQX Mutual Fund

TLEQX Mutual Fund

NAV$19.26
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Returns Overview

1 Month
-4.65%
3 Months
+5.07%
6 Months
+14.10%
YTD
+18.48%
1 Year
+37.62%
3 Years (annualized)
+18.29%
5 Years (annualized)
+11.06%
10 Years (annualized)
+12.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLEQX 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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.48%
Peer Avg (YTD)
+15.31%
vs Peers
+3.17%

TLEQX Mutual Fund Performance

TLEQX performance across multiple time periods: 1-month -4.65%, YTD 18.48%, 1-year 37.62%, 3-year 18.29%, 5-year 11.06%, 10-year 12.41%.

TLEQX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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