TILIX Mutual Fund

NAV$79.69

Returns Overview

1 Month
-2.88%
3 Months
+16.47%
6 Months
+5.08%
YTD
+5.36%
1 Year
+17.38%
3 Years (annualized)
+22.42%
5 Years (annualized)
+13.60%
10 Years (annualized)
+18.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TILIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.36%
Peer Avg (YTD)
+8.97%
vs Peers
-3.61%

TILIX Mutual Fund Performance

TILIX performance across multiple time periods: 1-month -2.88%, YTD 5.36%, 1-year 17.38%, 3-year 22.42%, 5-year 13.60%, 10-year 18.48%.

TILIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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