TIOAX Mutual Fund

TIOAX Mutual Fund

NAV$9.58
See how much of TIOAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.79%
3 Months
-0.77%
6 Months
-0.13%
YTD
+0.28%
1 Year
+1.99%
3 Years (annualized)
+3.53%
5 Years (annualized)
+0.42%
10 Years (annualized)
+2.20%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
+0.28%
Peer Avg (YTD)
+0.12%
vs Peers
+0.16%

TIOAX Mutual Fund Performance

TIOAX performance across multiple time periods: 1-month -0.79%, YTD 0.28%, 1-year 1.99%, 3-year 3.53%, 5-year 0.42%, 10-year 2.20%.

TIOAX returns outperform the peer average of 0.12% 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.