TEDSX Mutual Fund

TEDSX Mutual Fund

NAV$31.74
See how much of TEDSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.50%
3 Months
+1.97%
6 Months
+5.52%
YTD
+1.87%
1 Year
+6.65%
3 Years (annualized)
+13.90%
5 Years (annualized)
+9.63%
10 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEDSX 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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+10.00%
vs Peers
-8.13%

TEDSX Mutual Fund Performance

TEDSX performance across multiple time periods: 1-month -5.50%, YTD 1.87%, 1-year 6.65%, 3-year 13.90%, 5-year 9.63%, 10-year 8.23%.

TEDSX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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