TIBEX Mutual Fund

TIBEX Mutual Fund

NAV$8.51
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Returns Overview

1 Month
-0.11%
3 Months
-0.37%
6 Months
-1.14%
YTD
+0.76%
1 Year
+1.96%
3 Years (annualized)
+4.54%
5 Years (annualized)
+0.55%
10 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIBEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate ex-USD USD Unhedged Index(^BGAUSDGUSDUI)
This Mutual Fund (YTD)
+0.76%
Peer Avg (YTD)
+0.20%
vs Peers
+0.55%

TIBEX Mutual Fund Performance

TIBEX performance across multiple time periods: 1-month -0.11%, YTD 0.76%, 1-year 1.96%, 3-year 4.54%, 5-year 0.55%, 10-year 1.76%.

TIBEX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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