TIOAX Mutual Fund

NAV$9.64

Returns Overview

1 Month
-0.25%
3 Months
+0.85%
6 Months
+0.98%
YTD
+1.08%
1 Year
+2.86%
3 Years (annualized)
+3.87%
5 Years (annualized)
+0.94%
10 Years (annualized)
+2.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIOAX 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
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
+1.08%
Peer Avg (YTD)
+3.23%
vs Peers
-2.14%

TIOAX Mutual Fund Performance

TIOAX performance across multiple time periods: 1-month -0.25%, YTD 1.08%, 1-year 2.86%, 3-year 3.87%, 5-year 0.94%, 10-year 2.35%.

TIOAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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