TIPSX Mutual Fund

TIPSX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
-2.60%
3 Months
-3.24%
6 Months
-2.40%
YTD
-1.99%
1 Year
-2.04%
3 Years (annualized)
+3.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIPSX 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
Solactive US Treasury Inflation-Linked Bond Index(SLA4B0)
This Mutual Fund (YTD)
-1.99%
Peer Avg (YTD)
+9.98%
vs Peers
-11.98%

TIPSX Mutual Fund Performance

TIPSX performance across multiple time periods: 1-month -2.60%, YTD -1.99%, 1-year -2.04%, 3-year 3.66%.

TIPSX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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