TIOTX Mutual Fund

TIOTX Mutual Fund

NAV$17.59
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Returns Overview

1 Month
-1.50%
3 Months
-1.72%
6 Months
+12.58%
YTD
+5.79%
1 Year
+9.63%
3 Years (annualized)
+11.38%
5 Years (annualized)
+1.20%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIOTX 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-US Index(M2WDU)
This Mutual Fund (YTD)
+5.79%
Peer Avg (YTD)
+8.68%
vs Peers
-2.89%

TIOTX Mutual Fund Performance

TIOTX performance across multiple time periods: 1-month -1.50%, YTD 5.79%, 1-year 9.63%, 3-year 11.38%, 5-year 1.20%, 10-year 8.47%.

TIOTX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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