TIPMX Mutual Fund

NAV$22.96

Returns Overview

1 Month
+0.03%
3 Months
-0.29%
6 Months
-1.46%
YTD
-1.47%
1 Year
-2.61%
3 Years (annualized)
-8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIPMX 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)
-1.47%
Peer Avg (YTD)
+15.49%
vs Peers
-16.95%

TIPMX Mutual Fund Performance

TIPMX performance across multiple time periods: 1-month 0.03%, YTD -1.47%, 1-year -2.61%, 3-year -8.10%.

TIPMX returns trail the peer average of 15.49% YTD. With an expense ratio of 3.82%, investors should weigh costs against performance when evaluating this mutual fund.

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