TIUSX Mutual Fund

NAV$8.93

Returns Overview

1 Month
-1.54%
3 Months
-1.98%
6 Months
-2.93%
YTD
-3.04%
1 Year
+4.01%
3 Years (annualized)
+4.33%
5 Years (annualized)
-0.08%
10 Years (annualized)
+1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TIUSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-3.04%
Peer Avg (YTD)
+3.23%
vs Peers
-6.27%

TIUSX Mutual Fund Performance

TIUSX performance across multiple time periods: 1-month -1.54%, YTD -3.04%, 1-year 4.01%, 3-year 4.33%, 5-year -0.08%, 10-year 1.73%.

TIUSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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