TIBRX Mutual Fund

TIBRX Mutual Fund

NAV$38.85

Returns Overview

1 Month
+2.63%
3 Months
+3.61%
6 Months
+11.83%
YTD
+19.14%
1 Year
+34.02%
3 Years (annualized)
+24.67%
5 Years (annualized)
+16.17%
10 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIBRX 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
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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)
+19.14%
Peer Avg (YTD)
+5.79%
vs Peers
+13.35%

TIBRX Mutual Fund Performance

TIBRX performance across multiple time periods: 1-month 2.63%, YTD 19.14%, 1-year 34.02%, 3-year 24.67%, 5-year 16.17%, 10-year 11.80%.

TIBRX returns outperform the peer average of 5.79% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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