TIOHX Mutual Fund

NAV$17.17

Returns Overview

1 Month
-3.16%
3 Months
-0.29%
6 Months
-1.04%
YTD
+2.26%
1 Year
+9.84%
3 Years (annualized)
+8.41%
5 Years (annualized)
+0.57%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIOHX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+2.26%
Peer Avg (YTD)
+8.97%
vs Peers
-6.71%

TIOHX Mutual Fund Performance

TIOHX performance across multiple time periods: 1-month -3.16%, YTD 2.26%, 1-year 9.84%, 3-year 8.41%, 5-year 0.57%, 10-year 8.44%.

TIOHX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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