TIICX Mutual Fund

TIICX Mutual Fund

NAV$11.73
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Returns Overview

1 Month
-3.41%
3 Months
-1.19%
6 Months
+2.92%
YTD
+5.15%
1 Year
+6.25%
3 Years (annualized)
+8.33%
5 Years (annualized)
+3.22%
10 Years (annualized)
+4.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIICX 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
Dow Jones Moderate Portfolio Index(^DOWJMPI)
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+4.96%
vs Peers
+0.19%

TIICX Mutual Fund Performance

TIICX performance across multiple time periods: 1-month -3.41%, YTD 5.15%, 1-year 6.25%, 3-year 8.33%, 5-year 3.22%, 10-year 4.20%.

TIICX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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