TILUX Mutual Fund

TILUX Mutual Fund

NAV$8.13
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Returns Overview

1 Month
-1.32%
3 Months
-1.06%
6 Months
-0.50%
YTD
+0.10%
1 Year
+2.46%
3 Years (annualized)
+4.11%
5 Years (annualized)
+0.29%
10 Years (annualized)
+2.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TILUX 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
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+0.10%
Peer Avg (YTD)
+0.12%
vs Peers
-0.02%

TILUX Mutual Fund Performance

TILUX performance across multiple time periods: 1-month -1.32%, YTD 0.10%, 1-year 2.46%, 3-year 4.11%, 5-year 0.29%, 10-year 2.49%.

TILUX returns trail the peer average of 0.12% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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