TNUIX Mutual Fund

TNUIX Mutual Fund

NAV$8.33
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Returns Overview

3 Months
+1.27%
6 Months
+1.07%
YTD
+2.76%
1 Year
+5.24%
3 Years (annualized)
+4.88%
5 Years (annualized)
-0.79%
10 Years (annualized)
+3.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNUIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.76%
Peer Avg (YTD)
+2.15%
vs Peers
+0.61%

TNUIX Mutual Fund Performance

TNUIX performance across multiple time periods: YTD 2.76%, 1-year 5.24%, 3-year 4.88%, 5-year -0.79%, 10-year 3.03%.

TNUIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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