TIOPX Mutual Fund

TIOPX Mutual Fund

NAV$17.83
See how much of TIOPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.78%
3 Months
+1.46%
6 Months
+2.26%
YTD
+9.23%
1 Year
+15.40%
3 Years (annualized)
+11.51%
5 Years (annualized)
+1.26%
10 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIOPX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+8.51%
vs Peers
+0.72%

TIOPX Mutual Fund Performance

TIOPX performance across multiple time periods: 1-month 2.78%, YTD 9.23%, 1-year 15.40%, 3-year 11.51%, 5-year 1.26%, 10-year 8.54%.

TIOPX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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