TECFX Mutual Fund

TECFX Mutual Fund

NAV$15.82
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Returns Overview

1 Month
-4.47%
3 Months
-6.54%
6 Months
-4.08%
YTD
-4.42%
1 Year
-2.95%
3 Years (annualized)
+3.53%
5 Years (annualized)
+0.37%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TECFX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
-4.42%
Peer Avg (YTD)
-3.88%
vs Peers
-0.54%

TECFX Mutual Fund Performance

TECFX performance across multiple time periods: 1-month -4.47%, YTD -4.42%, 1-year -2.95%, 3-year 3.53%, 5-year 0.37%, 10-year 1.74%.

TECFX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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