TIBIX Mutual Fund

TIBIX Mutual Fund

NAV$38.88
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Returns Overview

1 Month
+2.61%
3 Months
+3.76%
6 Months
+12.13%
YTD
+19.52%
1 Year
+34.82%
3 Years (annualized)
+25.40%
5 Years (annualized)
+17.24%
10 Years (annualized)
+12.65%

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
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📉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 World Net Return USD Index(MWDNTR)
This Mutual Fund (YTD)
+19.52%
Peer Avg (YTD)
+5.79%
vs Peers
+13.73%

TIBIX Mutual Fund Performance

TIBIX performance across multiple time periods: 1-month 2.61%, YTD 19.52%, 1-year 34.82%, 3-year 25.40%, 5-year 17.24%, 10-year 12.65%.

TIBIX returns outperform the peer average of 5.79% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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