TEURX Mutual Fund

TEURX Mutual Fund

NAV$32.23
See how much of TEURX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.90%
3 Months
+2.83%
6 Months
+5.76%
YTD
+3.08%
1 Year
+9.58%
3 Years (annualized)
+18.12%
5 Years (annualized)
+12.10%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TEURX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+3.08%
Peer Avg (YTD)
+6.07%
vs Peers
-2.99%

TEURX Mutual Fund Performance

TEURX performance across multiple time periods: 1-month -4.90%, YTD 3.08%, 1-year 9.58%, 3-year 18.12%, 5-year 12.10%, 10-year 8.82%.

TEURX returns trail the peer average of 6.07% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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