TPAIX Mutual Fund

NAV$44.17

Returns Overview

1 Month
-12.48%
3 Months
+6.64%
6 Months
+18.27%
YTD
+15.43%
1 Year
+37.23%
3 Years (annualized)
+32.34%
5 Years (annualized)
+14.67%
10 Years (annualized)
+15.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TPAIX 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
Israel Tel Aviv Stock Exchange 125 Index(^TA-125)
This Mutual Fund (YTD)
+15.43%
Peer Avg (YTD)
+15.34%
vs Peers
+0.10%

TPAIX Mutual Fund Performance

TPAIX performance across multiple time periods: 1-month -12.48%, YTD 15.43%, 1-year 37.23%, 3-year 32.34%, 5-year 14.67%, 10-year 15.30%.

TPAIX returns outperform the peer average of 15.34% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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