TUNIX Mutual Fund

TUNIX Mutual Fund

NAV$8.37
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Returns Overview

1 Month
-2.56%
3 Months
-2.57%
6 Months
-0.44%
YTD
-0.92%
1 Year
+0.34%
3 Years (annualized)
+6.39%
5 Years (annualized)
+2.72%
10 Years (annualized)
+3.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TUNIX 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 Universal Bond Index
This Mutual Fund (YTD)
-0.92%
Peer Avg (YTD)
+0.50%
vs Peers
-1.42%

TUNIX Mutual Fund Performance

TUNIX performance across multiple time periods: 1-month -2.56%, YTD -0.92%, 1-year 0.34%, 3-year 6.39%, 5-year 2.72%, 10-year 3.62%.

TUNIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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