TEPAX Mutual Fund

TEPAX Mutual Fund

NAV$9.52
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Returns Overview

1 Month
-2.17%
3 Months
-2.46%
6 Months
-1.43%
YTD
-1.34%
1 Year
-0.56%
3 Years (annualized)
+3.51%
5 Years (annualized)
+1.27%
10 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEPAX 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
Bloomberg Municipal Bond 7 Year Index
This Mutual Fund (YTD)
-1.34%
Peer Avg (YTD)
-3.84%
vs Peers
+2.50%

TEPAX Mutual Fund Performance

TEPAX performance across multiple time periods: 1-month -2.17%, YTD -1.34%, 1-year -0.56%, 3-year 3.51%, 5-year 1.27%, 10-year 1.47%.

TEPAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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