TFOIX Mutual Fund

TFOIX Mutual Fund

NAV$48.44
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Returns Overview

1 Month
-0.04%
3 Months
+0.13%
6 Months
+16.27%
YTD
-0.02%
1 Year
-10.10%
3 Years (annualized)
+25.17%
5 Years (annualized)
-2.41%
10 Years (annualized)
+12.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFOIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-0.02%
Peer Avg (YTD)
+16.41%
vs Peers
-16.43%

TFOIX Mutual Fund Performance

TFOIX performance across multiple time periods: 1-month -0.04%, YTD -0.02%, 1-year -10.10%, 3-year 25.17%, 5-year -2.41%, 10-year 12.45%.

TFOIX returns trail the peer average of 16.41% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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