TIODX Mutual Fund

TIODX Mutual Fund

NAV$9.34
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Returns Overview

1 Month
-2.54%
3 Months
-3.29%
6 Months
-2.50%
YTD
-2.29%
1 Year
-2.32%
3 Years (annualized)
+3.39%
5 Years (annualized)
+0.26%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIODX 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
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
-2.29%
Peer Avg (YTD)
+0.50%
vs Peers
-2.79%

TIODX Mutual Fund Performance

TIODX performance across multiple time periods: 1-month -2.54%, YTD -2.29%, 1-year -2.32%, 3-year 3.39%, 5-year 0.26%, 10-year 1.99%.

TIODX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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