TPISX Mutual Fund

TPISX Mutual Fund

NAV$14.76
See how much of TPISX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.72%
3 Months
+0.14%
6 Months
-2.18%
YTD
+10.91%
1 Year
+14.70%
3 Years (annualized)
+22.77%
5 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TPISX 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 USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+10.91%
Peer Avg (YTD)
+12.21%
vs Peers
-1.30%

TPISX Mutual Fund Performance

TPISX performance across multiple time periods: 1-month -5.72%, YTD 10.91%, 1-year 14.70%, 3-year 22.77%, 5-year 8.15%.

TPISX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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