TIOSX Mutual Fund

NAV$18.16

Returns Overview

1 Month
+1.63%
3 Months
+14.45%
6 Months
+9.32%
YTD
+7.50%
1 Year
+9.85%
3 Years (annualized)
+8.24%
5 Years (annualized)
+0.37%
10 Years (annualized)
+8.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIOSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+7.50%
Peer Avg (YTD)
+8.97%
vs Peers
-1.47%

TIOSX Mutual Fund Performance

TIOSX performance across multiple time periods: 1-month 1.63%, YTD 7.50%, 1-year 9.85%, 3-year 8.24%, 5-year 0.37%, 10-year 8.13%.

TIOSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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