TOIIX Mutual Fund

TOIIX Mutual Fund

NAV$24.34
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.46%
3 Months
+15.76%
6 Months
+21.74%
YTD
+20.38%
1 Year
+52.11%
3 Years (annualized)
+26.57%
5 Years (annualized)
+14.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOIIX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+20.38%
Peer Avg (YTD)
+9.13%
vs Peers
+11.25%

TOIIX Mutual Fund Performance

TOIIX performance across multiple time periods: 1-month 0.46%, YTD 20.38%, 1-year 52.11%, 3-year 26.57%, 5-year 14.20%.

TOIIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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