TIOBX Mutual Fund

TIOBX Mutual Fund

NAV$9.51
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Returns Overview

1 Month
+2.40%
3 Months
-0.06%
6 Months
-0.73%
YTD
+0.39%
1 Year
+0.13%
3 Years (annualized)
+4.98%
5 Years (annualized)
+0.76%
10 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIOBX 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)
+0.39%
Peer Avg (YTD)
+1.93%
vs Peers
-1.53%

TIOBX Mutual Fund Performance

TIOBX performance across multiple time periods: 1-month 2.40%, YTD 0.39%, 1-year 0.13%, 3-year 4.98%, 5-year 0.76%, 10-year 2.50%.

TIOBX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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