TEBIX Mutual Fund

TEBIX Mutual Fund

NAV$19.49
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Returns Overview

1 Month
-2.40%
3 Months
+4.61%
6 Months
+8.86%
YTD
+6.43%
1 Year
+13.73%
3 Years (annualized)
+15.86%
5 Years (annualized)
+8.32%
10 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEBIX 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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+6.43%
Peer Avg (YTD)
+10.00%
vs Peers
-3.57%

TEBIX Mutual Fund Performance

TEBIX performance across multiple time periods: 1-month -2.40%, YTD 6.43%, 1-year 13.73%, 3-year 15.86%, 5-year 8.32%, 10-year 9.37%.

TEBIX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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