TIBIX Mutual Fund

TIBIX Mutual Fund

NAV$37.34
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Returns Overview

1 Month
-2.42%
3 Months
-0.06%
6 Months
+5.59%
YTD
+15.20%
1 Year
+23.97%
3 Years (annualized)
+19.20%
5 Years (annualized)
+10.23%
10 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIBIX 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
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📉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 World Net Return USD Index(MWDNTR)
This Mutual Fund (YTD)
+15.20%
Peer Avg (YTD)
+5.22%
vs Peers
+9.98%

TIBIX Mutual Fund Performance

TIBIX performance across multiple time periods: 1-month -2.42%, YTD 15.20%, 1-year 23.97%, 3-year 19.20%, 5-year 10.23%, 10-year 6.85%.

TIBIX returns outperform the peer average of 5.22% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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