TIOEX Mutual Fund

TIOEX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
-0.77%
3 Months
-0.71%
6 Months
-0.02%
YTD
+0.39%
1 Year
+2.28%
3 Years (annualized)
+3.74%
5 Years (annualized)
+0.57%
10 Years (annualized)
+2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIOEX 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)
+0.12%
vs Peers
+0.27%

TIOEX Mutual Fund Performance

TIOEX performance across multiple time periods: 1-month -0.77%, YTD 0.39%, 1-year 2.28%, 3-year 3.74%, 5-year 0.57%, 10-year 2.28%.

TIOEX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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