TIOIX Mutual Fund

TIOIX Mutual Fund

NAV$17.13
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Returns Overview

1 Month
-4.16%
3 Months
-2.96%
6 Months
-0.35%
YTD
+1.55%
1 Year
+2.00%
3 Years (annualized)
+13.41%
5 Years (annualized)
+0.73%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIOIX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+5.23%
vs Peers
-3.69%

TIOIX Mutual Fund Performance

TIOIX performance across multiple time periods: 1-month -4.16%, YTD 1.55%, 1-year 2.00%, 3-year 13.41%, 5-year 0.73%, 10-year 8.06%.

TIOIX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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