TIBIX Mutual Fund

TIBIX Mutual Fund

NAV$38.54
See how much of TIBIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.61%
3 Months
+3.76%
6 Months
+12.13%
YTD
+19.52%
1 Year
+34.82%
3 Years (annualized)
+24.98%
5 Years (annualized)
+16.70%
10 Years (annualized)
+12.42%

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

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 24.98%, 5-year 16.70%, 10-year 12.42%.

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.