TIOSX Mutual Fund

TIOSX Mutual Fund

NAV$17.62
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Returns Overview

1 Month
-1.50%
3 Months
-1.72%
6 Months
+12.48%
YTD
+5.65%
1 Year
+9.51%
3 Years (annualized)
+11.26%
5 Years (annualized)
+1.04%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIOSX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+5.65%
Peer Avg (YTD)
+8.68%
vs Peers
-3.03%

TIOSX Mutual Fund Performance

TIOSX performance across multiple time periods: 1-month -1.50%, YTD 5.65%, 1-year 9.51%, 3-year 11.26%, 5-year 1.04%, 10-year 8.26%.

TIOSX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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