TILUX Mutual Fund

NAV$8.18

Returns Overview

1 Month
-0.07%
3 Months
+1.44%
6 Months
+1.32%
YTD
+1.44%
1 Year
+3.89%
3 Years (annualized)
+4.62%
5 Years (annualized)
+1.06%
10 Years (annualized)
+2.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TILUX 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
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+3.23%
vs Peers
-1.79%

TILUX Mutual Fund Performance

TILUX performance across multiple time periods: 1-month -0.07%, YTD 1.44%, 1-year 3.89%, 3-year 4.62%, 5-year 1.06%, 10-year 2.72%.

TILUX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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