TISRX Mutual Fund

TISRX Mutual Fund

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Returns Overview

1 Month
-0.74%
3 Months
-0.48%
6 Months
+0.24%
YTD
+0.64%
1 Year
+1.67%
3 Years (annualized)
+4.78%
5 Years (annualized)
+2.47%
10 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TISRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.64%
Peer Avg (YTD)
+0.50%
vs Peers
+0.14%

TISRX Mutual Fund Performance

TISRX performance across multiple time periods: 1-month -0.74%, YTD 0.64%, 1-year 1.67%, 3-year 4.78%, 5-year 2.47%, 10-year 2.42%.

TISRX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

TISRX vs another fund shows side-by-side returns. TISRX alternatives are available in the Mutual Fund Screener.