Performance overview
Morningstar return ratingN/A1
Year-to-date return0.92%
5-year average return7.72%
Number of years up15
Number of years down6
Best 1-yr total return (3 Jun 2024)38.98%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return38.98%
Worst 3-yr total return2.34%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnTISBXCategory
YTD-2.20%20.19%
1-month-6.99%0.02%
3-month1.74%4.36%
1-year13.39%60.18%
3-year-3.06%11.32%
5-year5.95%13.88%
10-year7.38%11.19%
Last bull market28.72%27.98%
Last bear market-17.17%-24.08%
Annual total return (%) history
YearTISBXCategory
2024N/AN/A
202317.04%N/A
2022-20.29%N/A
202114.89%N/A
202020.15%10.99%
201925.53%23.75%
2018-10.84%-12.72%
201714.83%12.28%
201621.58%20.78%
2015-4.14%-5.38%
20145.15%3.79%
201338.98%37.39%
201216.61%15.46%
2011-4.12%-4.07%
201026.78%25.61%
200926.83%31.80%
2008-33.54%-36.56%
2007-1.46%-1.10%
200618.15%15.03%
20054.44%6.75%
200418.19%18.94%
200346.90%43.41%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20245.15%N/AN/AN/A
20232.79%5.19%-5.07%14.03%
2022-7.53%-17.17%-2.14%6.34%
202112.69%4.30%-4.33%2.17%
2020-30.55%25.45%5.02%31.32%
201914.55%2.10%-2.40%9.97%
2018-0.05%7.80%3.62%-20.14%
20172.49%2.53%5.71%3.36%
2016-1.43%3.86%9.07%8.87%
20154.39%0.51%-11.88%3.68%
20141.17%2.10%-7.30%9.82%
201312.41%3.14%10.22%8.76%
201212.43%-3.36%5.36%1.87%
20117.90%-1.61%-21.86%15.58%
20108.82%-9.86%11.21%16.22%
2009-14.97%20.56%19.18%3.82%
2008-9.76%0.70%-0.92%-26.18%
20072.01%4.38%-3.04%-4.55%
200613.91%-5.03%0.39%8.79%
2005-5.40%4.32%4.67%1.11%
20046.22%0.41%-2.78%13.99%
2003-4.48%23.22%9.08%14.42%
Rank in category (by total return)
YTD65
1-month82
3-month52
1-year54
3-year88
5-year76
Load adjusted returns
1-year13.39%
3-year-3.06%
5-year5.95%
10-year7.38%
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