Mutual funds · US large cap index · ranked #4 of 57
TIUNX
Tidewell 500 Index Fund
$80.48+0.05% todayNAV · updates once a day
Composite score model v1.0
Why 71: A record of beating its benchmark and a strong 12-month trend; held back by high volatility.
71
Beats benchmark 25%82
Cost 25%82
Stability 20%33
Momentum 15%82
Manager tenure 15%76
Each factor is ranked 0–100 against the rest of the Mutual funds board, then weighted. Scores compare assets within this board only.
Track record
Trading since1971
1Y+37.2%
3Y ann.+34.9%
5Y ann.+18.3%
1Y volatility17.9%
Max drawdown-33%
Expense ratio0.14%
Calendar-year returns
2026 YTD+34%
2025+43%
2024+29%
2023+26%
2022-23%
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Holders, insiders and news Pro
Notable holders (13F), insider trades (Form 4) from SEC EDGAR, and AI tone-tagged headlines from the licensed news wire appear here once the data pipeline is connected.