TILUX Mutual Fund

TILUX Mutual Fund

NAV$7.86
See how much of TILUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.12%
3 Months
-1.27%
6 Months
-1.55%
YTD
+0.22%
1 Year
+0.84%
3 Years (annualized)
+4.42%
5 Years (annualized)
+0.36%
10 Years (annualized)
+2.55%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+0.22%
Peer Avg (YTD)
+2.15%
vs Peers
-1.93%

TILUX Mutual Fund Performance

TILUX performance across multiple time periods: 1-month 0.12%, YTD 0.22%, 1-year 0.84%, 3-year 4.42%, 5-year 0.36%, 10-year 2.55%.

TILUX returns trail the peer average of 2.15% 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.