TICIX Mutual Fund

NAV$45.64

Returns Overview

1 Month
-0.09%
3 Months
-3.33%
6 Months
+4.75%
YTD
+15.69%
1 Year
+37.56%
3 Years (annualized)
+32.67%
5 Years (annualized)
+14.96%
10 Years (annualized)
+15.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TICIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
Israel Tel Aviv Stock Exchange 125 Index(^TA-125)
This Mutual Fund (YTD)
+15.69%
Peer Avg (YTD)
+15.34%
vs Peers
+0.35%

TICIX Mutual Fund Performance

TICIX performance across multiple time periods: 1-month -0.09%, YTD 15.69%, 1-year 37.56%, 3-year 32.67%, 5-year 14.96%, 10-year 15.58%.

TICIX returns outperform the peer average of 15.34% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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