TIPPX Mutual Fund

TIPPX Mutual Fund

NAV$22.73
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Returns Overview

1 Month
+0.01%
3 Months
-0.33%
6 Months
-1.56%
YTD
-1.66%
1 Year
-2.81%
3 Years (annualized)
-8.32%
5 Years (annualized)
+1.10%
10 Years (annualized)
+6.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIPPX 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 Net Return Index(MSCIACWINR)
This Mutual Fund (YTD)
-1.66%
Peer Avg (YTD)
+15.49%
vs Peers
-17.15%

TIPPX Mutual Fund Performance

TIPPX performance across multiple time periods: 1-month 0.01%, YTD -1.66%, 1-year -2.81%, 3-year -8.32%, 5-year 1.10%, 10-year 6.41%.

TIPPX returns trail the peer average of 15.49% YTD. With an expense ratio of 4.07%, investors should weigh costs against performance when evaluating this mutual fund.

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