TINVX Mutual Fund

TINVX Mutual Fund

NAV$26.44
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Returns Overview

1 Month
-1.28%
3 Months
-2.50%
6 Months
+13.68%
YTD
+8.11%
1 Year
+7.75%
3 Years (annualized)
+9.59%
5 Years (annualized)
-0.02%
10 Years (annualized)
+6.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TINVX 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 All Country World Ex USA Growth Index NR USD(^M1WDUGNR)
This Mutual Fund (YTD)
+8.11%
Peer Avg (YTD)
+8.68%
vs Peers
-0.57%

TINVX Mutual Fund Performance

TINVX performance across multiple time periods: 1-month -1.28%, YTD 8.11%, 1-year 7.75%, 3-year 9.59%, 5-year -0.02%, 10-year 6.31%.

TINVX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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