TIMIX Mutual Fund

NAV$14.13

Returns Overview

1 Month
+0.38%
3 Months
+8.54%
6 Months
+6.59%
YTD
+6.11%
1 Year
+14.52%
3 Years (annualized)
+12.78%
5 Years (annualized)
+5.99%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIMIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Managed Allocation Fund Composite Index
This Mutual Fund (YTD)
+6.11%
Peer Avg (YTD)
+6.73%
vs Peers
-0.62%

TIMIX Mutual Fund Performance

TIMIX performance across multiple time periods: 1-month 0.38%, YTD 6.11%, 1-year 14.52%, 3-year 12.78%, 5-year 5.99%, 10-year 8.56%.

TIMIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

TIMIX performance comparison shows side-by-side returns with another fund. TIMIX alternatives are available in the Mutual Fund Screener.