TIPWX Mutual Fund

TIPWX Mutual Fund

NAV$24.36
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Returns Overview

1 Month
-0.34%
3 Months
-0.53%
6 Months
-1.53%
YTD
-1.22%
1 Year
-2.28%
3 Years (annualized)
-7.62%
5 Years (annualized)
+1.96%
10 Years (annualized)
+7.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIPWX 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)
-1.22%
Peer Avg (YTD)
+15.49%
vs Peers
-16.71%

TIPWX Mutual Fund Performance

TIPWX performance across multiple time periods: 1-month -0.34%, YTD -1.22%, 1-year -2.28%, 3-year -7.62%, 5-year 1.96%, 10-year 7.29%.

TIPWX returns trail the peer average of 15.49% YTD. With an expense ratio of 3.09%, investors should weigh costs against performance when evaluating this mutual fund.

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