TEPSX Mutual Fund

TEPSX Mutual Fund

NAV$51.32
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Returns Overview

1 Month
+7.13%
3 Months
+2.26%
6 Months
+72.11%
YTD
+49.85%
1 Year
+53.11%
3 Years (annualized)
-14.07%
5 Years (annualized)
-10.93%
10 Years (annualized)
+13.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEPSX 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
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+49.85%
Peer Avg (YTD)
+5.41%
vs Peers
+44.44%

TEPSX Mutual Fund Performance

TEPSX performance across multiple time periods: 1-month 7.13%, YTD 49.85%, 1-year 53.11%, 3-year -14.07%, 5-year -10.93%, 10-year 13.80%.

TEPSX returns outperform the peer average of 5.41% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

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