Nasdaq - Delayed Quote USD

Teberg (TEBRX)

24.16
-0.31
(-1.27%)
At close: 8:04:54 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.99%
5y Average Return 16.86%
Number of Years Up 16
Number of Years Down 6
Best 1Y Total Return (May 19, 2025) 34.92%
Worst 1Y Total Return (May 19, 2025) --
Best 3Y Total Return 34.92%
Worst 3Y Total Return 1.72%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TEBRX
Category
YTD
-5.43%
9.69%
1-Month
-0.78%
0.97%
3-Month
-7.23%
5.21%
1-Year
5.81%
27.45%
3-Year
12.46%
8.85%
5-Year
15.36%
8.56%
10-Year
8.73%
5.61%
Last Bull Market
14.55%
10.63%
Last Bear Market
-19.21%
-12.05%

Annual Total Return (%) History

Year
TEBRX
Category
2025
--
--
2024
20.76%
--
2023
34.92%
--
2022
-22.47%
--
2021
25.02%
--
2020
20.61%
9.83%
2019
26.55%
14.61%
2018
-6.70%
-7.70%

2017
15.25%
12.63%
2016
-0.31%
5.99%
2015
-7.66%
-5.93%
2014
14.32%
2.41%
2013
11.07%
8.62%
2012
4.43%
9.45%
2011
-0.79%
-3.36%
2010
6.08%
10.53%
2009
38.16%
20.30%
2008
-27.30%
-23.59%
2007
3.77%
6.85%
2006
10.31%
9.91%
2005
2.94%
5.05%
2004
3.94%
8.16%
2003
20.38%
18.15%
2002
--
-9.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.69% -- -- --
2024 13.60% 5.68% 0.94% -0.35%
2023 11.22% 10.09% -3.72% 14.45%
2022 -6.24% -19.21% -5.81% 8.68%
2021 8.70% 6.42% -1.33% 9.53%
2020 -20.35% 19.19% 8.74% 16.84%
2019 11.30% 2.95% 1.18% 9.15%
2018 -0.45% 1.89% 5.03% -12.42%
2017 4.19% 1.96% 4.42% 3.89%
2016 -5.91% 0.97% 2.04% 2.84%

2015 -1.62% -1.73% -13.66% 10.63%
2014 0.65% 3.85% 0.09% 9.28%
2013 4.34% -1.73% 0.98% 7.27%
2012 9.99% -5.23% -1.78% 2.01%
2011 3.21% -1.36% -3.24% 0.71%
2010 1.97% -8.05% 5.47% 7.26%
2009 -4.03% 19.24% 13.31% 6.55%
2008 -4.11% -1.83% -8.70% -15.42%
2007 1.47% 2.62% 1.76% -2.08%
2006 4.79% -1.27% 1.55% 5.00%
2005 -2.63% 1.39% 2.64% 1.60%
2004 1.53% -2.10% -1.40% 6.06%
2003 2.30% 11.72% -0.83% 6.22%
2002 -5.15% 6.32% -- --

Rank in Category (By Total Return)

YTD 78
1-Month 52
3-Month 70
1-Year 52
3-Year 2
5-Year 3

Load Adjusted Returns

1-Year 5.81%
3-Year 12.46%
5-Year 15.36%
10-Year 8.73%

Performance & Risk

YTD Return 0.99%
5y Average Return 16.86%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.45
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family Teberg
Net Assets 53.59M
YTD Return -5.43%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 2002

Fund Summary

The fund invests primarily in shares of any number of other no-load and load-waived mutual funds. The fund’s investment sub-adviser selects primarily equity mutual funds that the Sub-Adviser believes offer superior prospects for capital growth, attractive high-yield bond mutual funds and money market mutual funds.

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