TIOVX Mutual Fund

NAV$18.10

Returns Overview

1 Month
+1.73%
3 Months
+14.82%
6 Months
+9.83%
YTD
+8.07%
1 Year
+17.94%
3 Years (annualized)
+11.51%
5 Years (annualized)
+2.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIOVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+8.07%
Peer Avg (YTD)
+8.97%
vs Peers
-0.90%

TIOVX Mutual Fund Performance

TIOVX performance across multiple time periods: 1-month 1.73%, YTD 8.07%, 1-year 17.94%, 3-year 11.51%, 5-year 2.58%.

TIOVX returns trail the peer average of 8.97% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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