TEMIX Mutual Fund

TEMIX Mutual Fund

NAV$31.60
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Returns Overview

1 Month
-4.85%
3 Months
+3.01%
6 Months
+6.15%
YTD
+3.66%
1 Year
+10.40%
3 Years (annualized)
+19.02%
5 Years (annualized)
+12.95%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEMIX 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 Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+3.66%
Peer Avg (YTD)
+6.07%
vs Peers
-2.41%

TEMIX Mutual Fund Performance

TEMIX performance across multiple time periods: 1-month -4.85%, YTD 3.66%, 1-year 10.40%, 3-year 19.02%, 5-year 12.95%, 10-year 9.65%.

TEMIX returns trail the peer average of 6.07% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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