TICCX Mutual Fund

TICCX Mutual Fund

NAV$7.61
See how much of TICCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.53%
3 Months
-1.09%
6 Months
-1.83%
YTD
-0.38%
1 Year
+1.73%
3 Years (annualized)
+5.13%
5 Years (annualized)
-0.39%
10 Years (annualized)
+2.35%

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 US Corporate Investment Grade
This Mutual Fund (YTD)
-0.38%
Peer Avg (YTD)
+2.15%
vs Peers
-2.53%

TICCX Mutual Fund Performance

TICCX performance across multiple time periods: 1-month 0.53%, YTD -0.38%, 1-year 1.73%, 3-year 5.13%, 5-year -0.39%, 10-year 2.35%.

TICCX returns trail the peer average of 2.15% 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.