TIPSX Mutual Fund

TIPSX Mutual Fund

NAV$9.29
See how much of TIPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.69%
3 Months
-0.96%
6 Months
+0.11%
YTD
+0.59%
1 Year
+2.38%
3 Years (annualized)
+3.09%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+0.59%
Peer Avg (YTD)
+9.41%
vs Peers
-8.82%

TIPSX Mutual Fund Performance

TIPSX performance across multiple time periods: 1-month -0.69%, YTD 0.59%, 1-year 2.38%, 3-year 3.09%.

TIPSX returns trail the peer average of 9.41% 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.