TIPSX Mutual Fund

TIPSX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
+0.03%
3 Months
-1.06%
6 Months
-1.09%
YTD
+0.62%
1 Year
+1.04%
3 Years (annualized)
+3.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIPSX 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
Solactive US Treasury Inflation-Linked Bond Index(SLA4B0)
This Mutual Fund (YTD)
+0.62%
Peer Avg (YTD)
+11.21%
vs Peers
-10.59%

TIPSX Mutual Fund Performance

TIPSX performance across multiple time periods: 1-month 0.03%, YTD 0.62%, 1-year 1.04%, 3-year 3.66%.

TIPSX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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