TFIFX Mutual Fund

TFIFX Mutual Fund

NAV$52.37
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Returns Overview

1 Month
+6.40%
3 Months
+10.71%
6 Months
+9.53%
YTD
+8.15%
1 Year
+17.49%
3 Years (annualized)
+23.35%
5 Years (annualized)
+13.82%
10 Years (annualized)
+15.65%

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
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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
MSCI US IMI Financials 5% Capped Linked Index
This Mutual Fund (YTD)
+8.15%
Peer Avg (YTD)
+10.67%
vs Peers
-2.52%

TFIFX Mutual Fund Performance

TFIFX performance across multiple time periods: 1-month 6.40%, YTD 8.15%, 1-year 17.49%, 3-year 23.35%, 5-year 13.82%, 10-year 15.65%.

TFIFX returns trail the peer average of 10.67% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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