TEMEX Mutual Fund

TEMEX Mutual Fund

NAV$19.63
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Returns Overview

1 Month
-2.48%
3 Months
+4.41%
6 Months
+8.49%
YTD
+5.81%
1 Year
+12.87%
3 Years (annualized)
+15.01%
5 Years (annualized)
+7.51%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEMEX 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
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📉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 World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+5.81%
Peer Avg (YTD)
+10.00%
vs Peers
-4.19%

TEMEX Mutual Fund Performance

TEMEX performance across multiple time periods: 1-month -2.48%, YTD 5.81%, 1-year 12.87%, 3-year 15.01%, 5-year 7.51%, 10-year 8.55%.

TEMEX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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