TIBRX Mutual Fund

NAV$38.01

Returns Overview

1 Month
-1.03%
3 Months
+5.48%
6 Months
+15.71%
YTD
+14.95%
1 Year
+32.15%
3 Years (annualized)
+24.57%
5 Years (annualized)
+15.51%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIBRX 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)
+14.95%
Peer Avg (YTD)
+5.93%
vs Peers
+9.01%

TIBRX Mutual Fund Performance

TIBRX performance across multiple time periods: 1-month -1.03%, YTD 14.95%, 1-year 32.15%, 3-year 24.57%, 5-year 15.51%, 10-year 11.76%.

TIBRX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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