TFOIX Mutual Fund

TFOIX Mutual Fund

NAV$47.83
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Returns Overview

1 Month
-8.42%
3 Months
-2.21%
6 Months
-0.86%
YTD
-8.55%
1 Year
-9.61%
3 Years (annualized)
+17.66%
5 Years (annualized)
-3.72%
10 Years (annualized)
+13.38%

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)
-8.55%
Peer Avg (YTD)
+11.56%
vs Peers
-20.11%

TFOIX Mutual Fund Performance

TFOIX performance across multiple time periods: 1-month -8.42%, YTD -8.55%, 1-year -9.61%, 3-year 17.66%, 5-year -3.72%, 10-year 13.38%.

TFOIX returns trail the peer average of 11.56% 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.