TIOSX Mutual Fund

TIOSX Mutual Fund

NAV$18.26
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Returns Overview

1 Month
-2.88%
3 Months
+2.57%
6 Months
+2.27%
YTD
+4.40%
1 Year
+9.76%
3 Years (annualized)
+6.30%
5 Years (annualized)
-0.07%
10 Years (annualized)
+7.30%

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
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📉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)
+4.40%
Peer Avg (YTD)
+6.23%
vs Peers
-1.83%

TIOSX Mutual Fund Performance

TIOSX performance across multiple time periods: 1-month -2.88%, YTD 4.40%, 1-year 9.76%, 3-year 6.30%, 5-year -0.07%, 10-year 7.30%.

TIOSX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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