TIPLX Mutual Fund

NAV$24.24

Returns Overview

1 Month
+0.03%
3 Months
-0.24%
6 Months
-1.36%
YTD
-1.22%
1 Year
-2.35%
3 Years (annualized)
-7.92%
5 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIPLX 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 Net Return Index(MSCIACWINR)
This Mutual Fund (YTD)
-1.22%
Peer Avg (YTD)
+15.49%
vs Peers
-16.71%

TIPLX Mutual Fund Performance

TIPLX performance across multiple time periods: 1-month 0.03%, YTD -1.22%, 1-year -2.35%, 3-year -7.92%, 5-year 1.54%.

TIPLX returns trail the peer average of 15.49% YTD. With an expense ratio of 3.59%, investors should weigh costs against performance when evaluating this mutual fund.

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