TSFAX Mutual Fund

TSFAX Mutual Fund

NAV$16.58
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Returns Overview

1 Month
-4.28%
3 Months
-2.54%
6 Months
+9.74%
YTD
+7.04%
1 Year
+10.04%
3 Years (annualized)
+9.42%
5 Years (annualized)
+7.10%
10 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSFAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.04%
Peer Avg (YTD)
+10.34%
vs Peers
-3.30%

TSFAX Mutual Fund Performance

TSFAX performance across multiple time periods: 1-month -4.28%, YTD 7.04%, 1-year 10.04%, 3-year 9.42%, 5-year 7.10%, 10-year 8.20%.

TSFAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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