TIERX Mutual Fund

TIERX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
-3.12%
3 Months
-0.88%
6 Months
+8.29%
YTD
+5.38%
1 Year
+13.47%
3 Years (annualized)
+16.73%
5 Years (annualized)
+7.68%
10 Years (annualized)
+8.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIERX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.38%
Peer Avg (YTD)
+9.29%
vs Peers
-3.91%

TIERX Mutual Fund Performance

TIERX performance across multiple time periods: 1-month -3.12%, YTD 5.38%, 1-year 13.47%, 3-year 16.73%, 5-year 7.68%, 10-year 8.51%.

TIERX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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