TIERX Mutual Fund

TIERX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
-1.55%
3 Months
-3.90%
6 Months
+0.45%
YTD
+3.74%
1 Year
+8.78%
3 Years (annualized)
+17.34%
5 Years (annualized)
+6.68%
10 Years (annualized)
+7.99%

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
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🏦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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.74%
Peer Avg (YTD)
+8.05%
vs Peers
-4.31%

TIERX Mutual Fund Performance

TIERX performance across multiple time periods: 1-month -1.55%, YTD 3.74%, 1-year 8.78%, 3-year 17.34%, 5-year 6.68%, 10-year 7.99%.

TIERX returns trail the peer average of 8.05% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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