TOBIX Mutual Fund

TOBIX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
-2.76%
3 Months
-4.00%
6 Months
-3.01%
YTD
-3.06%
1 Year
-1.90%
3 Years (annualized)
+4.83%
5 Years (annualized)
+0.11%
10 Years (annualized)
+2.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOBIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.06%
Peer Avg (YTD)
+0.50%
vs Peers
-3.56%

TOBIX Mutual Fund Performance

TOBIX performance across multiple time periods: 1-month -2.76%, YTD -3.06%, 1-year -1.90%, 3-year 4.83%, 5-year 0.11%, 10-year 2.08%.

TOBIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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