TSDIX Mutual Fund

TSDIX Mutual Fund

NAV$9.20
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Returns Overview

1 Month
+0.15%
3 Months
+0.85%
6 Months
+1.87%
YTD
+2.81%
1 Year
+4.04%
3 Years (annualized)
+5.21%
5 Years (annualized)
+3.78%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSDIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 1-Year US Treasury Note Index(ICEBOFA1YUTRNI)
This Mutual Fund (YTD)
+2.81%
Peer Avg (YTD)
+0.50%
vs Peers
+2.31%

TSDIX Mutual Fund Performance

TSDIX performance across multiple time periods: 1-month 0.15%, YTD 2.81%, 1-year 4.04%, 3-year 5.21%, 5-year 3.78%, 10-year 2.83%.

TSDIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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