TIPRX Mutual Fund

TIPRX Mutual Fund

NAV$24.76
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Returns Overview

1 Month
+0.03%
3 Months
-0.18%
6 Months
-1.25%
YTD
-1.01%
1 Year
-2.14%
3 Years (annualized)
-7.71%
5 Years (annualized)
+1.80%
10 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIPRX 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)
-1.01%
Peer Avg (YTD)
+15.49%
vs Peers
-16.50%

TIPRX Mutual Fund Performance

TIPRX performance across multiple time periods: 1-month 0.03%, YTD -1.01%, 1-year -2.14%, 3-year -7.71%, 5-year 1.80%, 10-year 7.09%.

TIPRX returns trail the peer average of 15.49% YTD. With an expense ratio of 3.34%, investors should weigh costs against performance when evaluating this mutual fund.

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