TIBOX Mutual Fund

NAV$38.28

Returns Overview

1 Month
-0.86%
3 Months
+5.65%
6 Months
+16.11%
YTD
+15.30%
1 Year
+33.06%
3 Years (annualized)
+25.42%
5 Years (annualized)
+16.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIBOX 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)
+15.30%
Peer Avg (YTD)
+5.93%
vs Peers
+9.37%

TIBOX Mutual Fund Performance

TIBOX performance across multiple time periods: 1-month -0.86%, YTD 15.30%, 1-year 33.06%, 3-year 25.42%, 5-year 16.67%.

TIBOX returns outperform the peer average of 5.93% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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