TIMIX Mutual Fund

TIMIX Mutual Fund

NAV$13.86
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Returns Overview

1 Month
-0.72%
3 Months
+1.85%
6 Months
+3.94%
YTD
+5.35%
1 Year
+13.27%
3 Years (annualized)
+11.70%
5 Years (annualized)
+5.70%
10 Years (annualized)
+8.16%

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
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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
Managed Allocation Fund Composite Index
This Mutual Fund (YTD)
+5.35%
Peer Avg (YTD)
+6.57%
vs Peers
-1.23%

TIMIX Mutual Fund Performance

TIMIX performance across multiple time periods: 1-month -0.72%, YTD 5.35%, 1-year 13.27%, 3-year 11.70%, 5-year 5.70%, 10-year 8.16%.

TIMIX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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