TEFRX Mutual Fund

TEFRX Mutual Fund

NAV$9.91
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Returns Overview

1 Month
-2.33%
3 Months
-0.89%
6 Months
+8.75%
YTD
+7.13%
1 Year
+13.50%
3 Years (annualized)
+13.77%
5 Years (annualized)
+9.10%
10 Years (annualized)
+6.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEFRX 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 ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+7.13%
Peer Avg (YTD)
+9.89%
vs Peers
-2.76%

TEFRX Mutual Fund Performance

TEFRX performance across multiple time periods: 1-month -2.33%, YTD 7.13%, 1-year 13.50%, 3-year 13.77%, 5-year 9.10%, 10-year 6.87%.

TEFRX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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