TOBIX Mutual Fund

NAV$9.32

Returns Overview

1 Month
+0.29%
3 Months
+1.03%
6 Months
+0.87%
YTD
+0.97%
1 Year
+4.36%
3 Years (annualized)
+5.27%
5 Years (annualized)
+0.53%
10 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOBIX 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

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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+3.23%
vs Peers
-2.25%

TOBIX Mutual Fund Performance

TOBIX performance across multiple time periods: 1-month 0.29%, YTD 0.97%, 1-year 4.36%, 3-year 5.27%, 5-year 0.53%, 10-year 2.36%.

TOBIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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