TISBX Mutual Fund

TISBX Mutual Fund

NAV$29.37
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Returns Overview

1 Month
+0.98%
3 Months
+1.60%
6 Months
+13.05%
YTD
+20.05%
1 Year
+26.53%
3 Years (annualized)
+16.81%
5 Years (annualized)
+6.56%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TISBX 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
PROUpgrade to run
🏦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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.05%
Peer Avg (YTD)
+15.20%
vs Peers
+4.85%

TISBX Mutual Fund Performance

TISBX performance across multiple time periods: 1-month 0.98%, YTD 20.05%, 1-year 26.53%, 3-year 16.81%, 5-year 6.56%, 10-year 10.47%.

TISBX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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