TIOTX Mutual Fund

TIOTX Mutual Fund

NAV$18.19
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Returns Overview

1 Month
-2.94%
3 Months
+2.58%
6 Months
+2.28%
YTD
+6.19%
1 Year
+16.82%
3 Years (annualized)
+8.58%
5 Years (annualized)
+1.31%
10 Years (annualized)
+7.49%

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
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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)
+6.19%
Peer Avg (YTD)
+6.23%
vs Peers
-0.04%

TIOTX Mutual Fund Performance

TIOTX performance across multiple time periods: 1-month -2.94%, YTD 6.19%, 1-year 16.82%, 3-year 8.58%, 5-year 1.31%, 10-year 7.49%.

TIOTX returns trail the peer average of 6.23% 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.