TEBRX Mutual Fund

TEBRX Mutual Fund

NAV$36.37
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Returns Overview

1 Month
+1.73%
3 Months
-4.35%
6 Months
+27.82%
YTD
+25.27%
1 Year
+31.52%
3 Years (annualized)
+25.24%
5 Years (annualized)
+14.79%
10 Years (annualized)
+14.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEBRX 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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+25.27%
Peer Avg (YTD)
+5.22%
vs Peers
+20.05%

TEBRX Mutual Fund Performance

TEBRX performance across multiple time periods: 1-month 1.73%, YTD 25.27%, 1-year 31.52%, 3-year 25.24%, 5-year 14.79%, 10-year 14.82%.

TEBRX returns outperform the peer average of 5.22% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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