TICCX Mutual Fund

TICCX Mutual Fund

NAV$7.85
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Returns Overview

1 Month
-1.88%
3 Months
-0.84%
6 Months
-1.20%
YTD
-0.91%
1 Year
+1.95%
3 Years (annualized)
+4.67%
5 Years (annualized)
-0.51%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TICCX 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 Barclays US Corporate Bond Total Return USD(^BBUCORPBTR)
This Mutual Fund (YTD)
-0.91%
Peer Avg (YTD)
+0.12%
vs Peers
-1.03%

TICCX Mutual Fund Performance

TICCX performance across multiple time periods: 1-month -1.88%, YTD -0.91%, 1-year 1.95%, 3-year 4.67%, 5-year -0.51%, 10-year 2.30%.

TICCX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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