TIERX Mutual Fund

NAV$9.37

Returns Overview

1 Month
+0.89%
3 Months
+9.25%
6 Months
+7.70%
YTD
+6.32%
1 Year
+21.51%
3 Years (annualized)
+15.63%
5 Years (annualized)
+7.62%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIERX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.32%
Peer Avg (YTD)
+9.13%
vs Peers
-2.82%

TIERX Mutual Fund Performance

TIERX performance across multiple time periods: 1-month 0.89%, YTD 6.32%, 1-year 21.51%, 3-year 15.63%, 5-year 7.62%, 10-year 8.82%.

TIERX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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