TIOAX Mutual Fund

TIOAX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
+0.05%
3 Months
-1.00%
6 Months
-1.13%
YTD
+0.33%
1 Year
+0.91%
3 Years (annualized)
+3.71%
5 Years (annualized)
+0.44%
10 Years (annualized)
+2.15%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
+0.33%
Peer Avg (YTD)
+2.15%
vs Peers
-1.83%

TIOAX Mutual Fund Performance

TIOAX performance across multiple time periods: 1-month 0.05%, YTD 0.33%, 1-year 0.91%, 3-year 3.71%, 5-year 0.44%, 10-year 2.15%.

TIOAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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