TEFQX Mutual Fund

TEFQX Mutual Fund

NAV$4.85
See how much of TEFQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.64%
3 Months
-8.16%
6 Months
+18.42%
YTD
+0.20%
1 Year
-5.35%
3 Years (annualized)
+1.34%
5 Years (annualized)
-19.27%
10 Years (annualized)
+3.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEFQX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.20%
Peer Avg (YTD)
+16.41%
vs Peers
-16.20%

TEFQX Mutual Fund Performance

TEFQX performance across multiple time periods: 1-month 1.64%, YTD 0.20%, 1-year -5.35%, 3-year 1.34%, 5-year -19.27%, 10-year 3.95%.

TEFQX returns trail the peer average of 16.41% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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