TIBEX Mutual Fund

NAV$8.73

Returns Overview

1 Month
-0.68%
3 Months
-1.36%
6 Months
-1.91%
YTD
-1.36%
1 Year
+3.12%
3 Years (annualized)
+4.98%
5 Years (annualized)
+0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIBEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate ex-USD USD Unhedged Index(^BGAUSDGUSDUI)
This Mutual Fund (YTD)
-1.36%
Peer Avg (YTD)
+0.99%
vs Peers
-2.35%

TIBEX Mutual Fund Performance

TIBEX performance across multiple time periods: 1-month -0.68%, YTD -1.36%, 1-year 3.12%, 3-year 4.98%, 5-year 0.92%.

TIBEX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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