TPISX Mutual Fund

TPISX Mutual Fund

NAV$15.74
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Returns Overview

1 Month
-1.50%
3 Months
+1.61%
6 Months
+13.24%
YTD
+17.64%
1 Year
+20.45%
3 Years (annualized)
+17.92%
5 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TPISX 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
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📉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 USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+17.64%
Peer Avg (YTD)
+10.34%
vs Peers
+7.30%

TPISX Mutual Fund Performance

TPISX performance across multiple time periods: 1-month -1.50%, YTD 17.64%, 1-year 20.45%, 3-year 17.92%, 5-year 8.04%.

TPISX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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