TEMTX Mutual Fund

TEMTX Mutual Fund

NAV$27.16
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Returns Overview

1 Month
-4.77%
3 Months
+1.08%
6 Months
+7.83%
YTD
+4.63%
1 Year
+8.83%
3 Years (annualized)
+13.14%
5 Years (annualized)
+7.19%
10 Years (annualized)
+7.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEMTX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+6.10%
vs Peers
-1.47%

TEMTX Mutual Fund Performance

TEMTX performance across multiple time periods: 1-month -4.77%, YTD 4.63%, 1-year 8.83%, 3-year 13.14%, 5-year 7.19%, 10-year 7.20%.

TEMTX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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