TEPLX Mutual Fund

TEPLX Mutual Fund

NAV$29.46
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Returns Overview

1 Month
-1.17%
3 Months
+0.10%
6 Months
+10.54%
YTD
+3.15%
1 Year
+8.08%
3 Years (annualized)
+13.72%
5 Years (annualized)
+7.60%
10 Years (annualized)
+7.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEPLX 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 All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+3.15%
Peer Avg (YTD)
+8.68%
vs Peers
-5.53%

TEPLX Mutual Fund Performance

TEPLX performance across multiple time periods: 1-month -1.17%, YTD 3.15%, 1-year 8.08%, 3-year 13.72%, 5-year 7.60%, 10-year 7.27%.

TEPLX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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