TINVX Mutual Fund

NAV$27.06

Returns Overview

1 Month
+2.52%
3 Months
+16.59%
6 Months
+12.41%
YTD
+10.88%
1 Year
+12.65%
3 Years (annualized)
+11.96%
5 Years (annualized)
+3.39%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TINVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Ex USA Growth Index NR USD(^M1WDUGNR)
This Mutual Fund (YTD)
+10.88%
Peer Avg (YTD)
+8.97%
vs Peers
+1.91%

TINVX Mutual Fund Performance

TINVX performance across multiple time periods: 1-month 2.52%, YTD 10.88%, 1-year 12.65%, 3-year 11.96%, 5-year 3.39%, 10-year 9.87%.

TINVX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

TINVX performance comparison shows side-by-side returns with another fund. TINVX alternatives are available in the Mutual Fund Screener.