TIBIX Mutual Fund

NAV$38.96

Returns Overview

1 Month
-0.89%
3 Months
+5.65%
6 Months
+16.03%
YTD
+15.26%
1 Year
+33.00%
3 Years (annualized)
+25.32%
5 Years (annualized)
+16.58%
10 Years (annualized)
+12.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIBIX 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 World Net Return USD Index(MWDNTR)
This Mutual Fund (YTD)
+15.26%
Peer Avg (YTD)
+5.93%
vs Peers
+9.33%

TIBIX Mutual Fund Performance

TIBIX performance across multiple time periods: 1-month -0.89%, YTD 15.26%, 1-year 33.00%, 3-year 25.32%, 5-year 16.58%, 10-year 12.61%.

TIBIX returns outperform the peer average of 5.93% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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