TITRX Mutual Fund

TITRX Mutual Fund

NAV$13.77
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Returns Overview

1 Month
-1.88%
3 Months
-1.46%
6 Months
+6.82%
YTD
+4.35%
1 Year
+7.17%
3 Years (annualized)
+12.56%
5 Years (annualized)
+5.40%
10 Years (annualized)
+7.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TITRX 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
Managed Allocation Fund Composite Index
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+6.10%
vs Peers
-1.75%

TITRX Mutual Fund Performance

TITRX performance across multiple time periods: 1-month -1.88%, YTD 4.35%, 1-year 7.17%, 3-year 12.56%, 5-year 5.40%, 10-year 7.62%.

TITRX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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