TOIIX Mutual Fund

TOIIX Mutual Fund

NAV$23.31
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Returns Overview

1 Month
-2.80%
3 Months
-1.90%
6 Months
+4.91%
YTD
+17.70%
1 Year
+34.43%
3 Years (annualized)
+30.07%
5 Years (annualized)
+14.67%
10 Years (annualized)
+10.58%

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
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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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+17.70%
Peer Avg (YTD)
+8.05%
vs Peers
+9.65%

TOIIX Mutual Fund Performance

TOIIX performance across multiple time periods: 1-month -2.80%, YTD 17.70%, 1-year 34.43%, 3-year 30.07%, 5-year 14.67%, 10-year 10.58%.

TOIIX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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