TIOIX Mutual Fund

NAV$18.00

Returns Overview

1 Month
+1.68%
3 Months
+14.62%
6 Months
+9.49%
YTD
+7.73%
1 Year
+17.20%
3 Years (annualized)
+10.86%
5 Years (annualized)
+1.96%
10 Years (annualized)
+9.22%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+7.73%
Peer Avg (YTD)
+8.97%
vs Peers
-1.24%

TIOIX Mutual Fund Performance

TIOIX performance across multiple time periods: 1-month 1.68%, YTD 7.73%, 1-year 17.20%, 3-year 10.86%, 5-year 1.96%, 10-year 9.22%.

TIOIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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