TIERX Mutual Fund

TIERX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
+1.54%
3 Months
+4.53%
6 Months
+3.48%
YTD
+9.36%
1 Year
+26.01%
3 Years (annualized)
+15.11%
5 Years (annualized)
+7.93%
10 Years (annualized)
+8.45%

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)
+9.36%
Peer Avg (YTD)
+9.42%
vs Peers
-0.06%

TIERX Mutual Fund Performance

TIERX performance across multiple time periods: 1-month 1.54%, YTD 9.36%, 1-year 26.01%, 3-year 15.11%, 5-year 7.93%, 10-year 8.45%.

TIERX returns trail the peer average of 9.42% 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.