TINAX Mutual Fund

TINAX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
-0.90%
3 Months
-0.36%
6 Months
+2.35%
YTD
+4.17%
1 Year
+4.17%
3 Years (annualized)
-0.66%
5 Years (annualized)
+0.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TINAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.17%
Peer Avg (YTD)
+3.33%
vs Peers
+0.83%

TINAX Mutual Fund Performance

TINAX performance across multiple time periods: 1-month -0.90%, YTD 4.17%, 1-year 4.17%, 3-year -0.66%, 5-year 0.84%.

TINAX returns outperform the peer average of 3.33% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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