TIOPX Mutual Fund

TIOPX Mutual Fund

NAV$18.25
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Returns Overview

1 Month
-2.87%
3 Months
+2.62%
6 Months
+2.38%
YTD
+6.27%
1 Year
+16.96%
3 Years (annualized)
+8.70%
5 Years (annualized)
+1.38%
10 Years (annualized)
+8.25%

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
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🏦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)
+6.27%
Peer Avg (YTD)
+6.23%
vs Peers
+0.04%

TIOPX Mutual Fund Performance

TIOPX performance across multiple time periods: 1-month -2.87%, YTD 6.27%, 1-year 16.96%, 3-year 8.70%, 5-year 1.38%, 10-year 8.25%.

TIOPX returns outperform the peer average of 6.23% 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.