TIDDX Mutual Fund

NAV$84.94

Returns Overview

1 Month
-0.89%
3 Months
+9.95%
6 Months
+8.49%
YTD
+7.91%
1 Year
+21.74%
3 Years (annualized)
+15.79%
5 Years (annualized)
+2.47%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIDDX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Global ex-US Small Cap Index Net
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+9.16%
vs Peers
-1.25%

TIDDX Mutual Fund Performance

TIDDX performance across multiple time periods: 1-month -0.89%, YTD 7.91%, 1-year 21.74%, 3-year 15.79%, 5-year 2.47%, 10-year 9.97%.

TIDDX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

TIDDX performance comparison shows side-by-side returns with another fund. TIDDX alternatives are available in the Mutual Fund Screener.