TESRX Mutual Fund

TESRX Mutual Fund

NAV$26.73
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Returns Overview

1 Month
-4.74%
3 Months
+1.21%
6 Months
+8.09%
YTD
+5.03%
1 Year
+9.34%
3 Years (annualized)
+13.47%
5 Years (annualized)
+7.59%
10 Years (annualized)
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TESRX 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)
+5.03%
Peer Avg (YTD)
+6.10%
vs Peers
-1.07%

TESRX Mutual Fund Performance

TESRX performance across multiple time periods: 1-month -4.74%, YTD 5.03%, 1-year 9.34%, 3-year 13.47%, 5-year 7.59%, 10-year 7.49%.

TESRX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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