TIOTX Mutual Fund

TIOTX Mutual Fund

NAV$17.63
See how much of TIOTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.80%
3 Months
+1.41%
6 Months
+2.16%
YTD
+9.16%
1 Year
+15.25%
3 Years (annualized)
+11.38%
5 Years (annualized)
+1.20%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIOTX 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)
+9.16%
Peer Avg (YTD)
+8.51%
vs Peers
+0.65%

TIOTX Mutual Fund Performance

TIOTX performance across multiple time periods: 1-month 2.80%, YTD 9.16%, 1-year 15.25%, 3-year 11.38%, 5-year 1.20%, 10-year 8.47%.

TIOTX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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