TISAX Mutual Fund

TISAX Mutual Fund

NAV$84.16
See how much of TISAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.70%
3 Months
+1.65%
6 Months
+12.28%
YTD
+12.77%
1 Year
+20.15%
3 Years (annualized)
+20.81%
5 Years (annualized)
+12.59%
10 Years (annualized)
+15.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TISAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.77%
Peer Avg (YTD)
+11.21%
vs Peers
+1.55%

TISAX Mutual Fund Performance

TISAX performance across multiple time periods: 1-month 2.70%, YTD 12.77%, 1-year 20.15%, 3-year 20.81%, 5-year 12.59%, 10-year 15.16%.

TISAX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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