TIMRX Mutual Fund

TIMRX Mutual Fund

NAV$13.86
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Returns Overview

1 Month
-1.87%
3 Months
-1.45%
6 Months
+6.85%
YTD
+4.40%
1 Year
+7.20%
3 Years (annualized)
+12.57%
5 Years (annualized)
+5.39%
10 Years (annualized)
+7.97%

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)
+4.40%
Peer Avg (YTD)
+6.10%
vs Peers
-1.70%

TIMRX Mutual Fund Performance

TIMRX performance across multiple time periods: 1-month -1.87%, YTD 4.40%, 1-year 7.20%, 3-year 12.57%, 5-year 5.39%, 10-year 7.97%.

TIMRX returns trail the peer average of 6.10% 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.