TFIFX Mutual Fund

NAV$52.02

Returns Overview

1 Month
+4.96%
3 Months
+11.35%
6 Months
+2.31%
YTD
+1.64%
1 Year
+11.03%
3 Years (annualized)
+23.60%
5 Years (annualized)
+12.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFIFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US IMI Financials 5% Capped Linked Index
This Mutual Fund (YTD)
+1.64%
Peer Avg (YTD)
+8.61%
vs Peers
-6.96%

TFIFX Mutual Fund Performance

TFIFX performance across multiple time periods: 1-month 4.96%, YTD 1.64%, 1-year 11.03%, 3-year 23.60%, 5-year 12.38%.

TFIFX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

TFIFX performance comparison shows side-by-side returns with another fund. TFIFX alternatives are available in the Mutual Fund Screener.