TITRX Mutual Fund

TITRX Mutual Fund

NAV$13.60
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Returns Overview

1 Month
-0.51%
3 Months
-1.18%
6 Months
+0.51%
YTD
+3.82%
1 Year
+5.01%
3 Years (annualized)
+13.90%
5 Years (annualized)
+4.90%
10 Years (annualized)
+7.66%

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
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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
Managed Allocation Fund Composite Index
This Mutual Fund (YTD)
+3.82%
Peer Avg (YTD)
+6.22%
vs Peers
-2.40%

TITRX Mutual Fund Performance

TITRX performance across multiple time periods: 1-month -0.51%, YTD 3.82%, 1-year 5.01%, 3-year 13.90%, 5-year 4.90%, 10-year 7.66%.

TITRX returns trail the peer average of 6.22% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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