TFOIX Mutual Fund

TFOIX Mutual Fund

NAV$47.80
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Returns Overview

1 Month
-4.87%
3 Months
+4.00%
6 Months
+1.70%
YTD
-4.89%
1 Year
-15.29%
3 Years (annualized)
+29.77%
5 Years (annualized)
-3.58%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFOIX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
-4.89%
Peer Avg (YTD)
+11.26%
vs Peers
-16.15%

TFOIX Mutual Fund Performance

TFOIX performance across multiple time periods: 1-month -4.87%, YTD -4.89%, 1-year -15.29%, 3-year 29.77%, 5-year -3.58%, 10-year 11.95%.

TFOIX returns trail the peer average of 11.26% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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