TIMRX Mutual Fund

TIMRX Mutual Fund

NAV$14.15
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Returns Overview

1 Month
-0.71%
3 Months
+1.78%
6 Months
+3.78%
YTD
+5.18%
1 Year
+12.91%
3 Years (annualized)
+11.38%
5 Years (annualized)
+5.42%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIMRX 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
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📉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)
+5.18%
Peer Avg (YTD)
+6.57%
vs Peers
-1.39%

TIMRX Mutual Fund Performance

TIMRX performance across multiple time periods: 1-month -0.71%, YTD 5.18%, 1-year 12.91%, 3-year 11.38%, 5-year 5.42%, 10-year 7.88%.

TIMRX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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