TITRX Mutual Fund

NAV$14.04

Returns Overview

1 Month
+0.32%
3 Months
+8.40%
6 Months
+6.46%
YTD
+5.90%
1 Year
+14.25%
3 Years (annualized)
+12.52%
5 Years (annualized)
+5.71%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TITRX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Managed Allocation Fund Composite Index
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+6.73%
vs Peers
-0.83%

TITRX Mutual Fund Performance

TITRX performance across multiple time periods: 1-month 0.32%, YTD 5.90%, 1-year 14.25%, 3-year 12.52%, 5-year 5.71%, 10-year 8.14%.

TITRX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

TITRX performance comparison shows side-by-side returns with another fund. TITRX alternatives are available in the Mutual Fund Screener.