TIMRX Mutual Fund

TIMRX Mutual Fund

NAV$13.69
See how much of TIMRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.51%
3 Months
-1.25%
6 Months
+0.51%
YTD
+3.87%
1 Year
+4.98%
3 Years (annualized)
+13.91%
5 Years (annualized)
+4.91%
10 Years (annualized)
+7.82%

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
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
Managed Allocation Fund Composite Index
This Mutual Fund (YTD)
+3.87%
Peer Avg (YTD)
+6.22%
vs Peers
-2.35%

TIMRX Mutual Fund Performance

TIMRX performance across multiple time periods: 1-month -0.51%, YTD 3.87%, 1-year 4.98%, 3-year 13.91%, 5-year 4.91%, 10-year 7.82%.

TIMRX returns trail the peer average of 6.22% YTD. With an expense ratio of 0.75%, 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.