TIBAX Mutual Fund

NAV$38.29

Returns Overview

1 Month
+1.27%
3 Months
+2.63%
6 Months
+9.87%
YTD
+15.51%
1 Year
+32.65%
3 Years (annualized)
+25.03%
5 Years (annualized)
+16.28%
10 Years (annualized)
+12.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIBAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Net Return USD Index(MWDNTR)
This Mutual Fund (YTD)
+15.51%
Peer Avg (YTD)
+5.93%
vs Peers
+9.57%

TIBAX Mutual Fund Performance

TIBAX performance across multiple time periods: 1-month 1.27%, YTD 15.51%, 1-year 32.65%, 3-year 25.03%, 5-year 16.28%, 10-year 12.33%.

TIBAX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

TIBAX performance comparison shows side-by-side returns with another fund. TIBAX alternatives are available in the Mutual Fund Screener.