TIKRX Mutual Fund

TIKRX Mutual Fund

NAV$10.71
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Returns Overview

1 Month
-0.19%
3 Months
-0.69%
6 Months
+0.49%
YTD
+1.04%
1 Year
+2.78%
3 Years (annualized)
+4.36%
5 Years (annualized)
+1.52%
10 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIKRX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Inflation Protected Securities 1-10 Year Index(^BBUTIPS10Y)
This Mutual Fund (YTD)
+1.04%
Peer Avg (YTD)
+0.12%
vs Peers
+0.92%

TIKRX Mutual Fund Performance

TIKRX performance across multiple time periods: 1-month -0.19%, YTD 1.04%, 1-year 2.78%, 3-year 4.36%, 5-year 1.52%, 10-year 2.50%.

TIKRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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