TSRIX Mutual Fund

TSRIX Mutual Fund

NAV$11.11
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Returns Overview

1 Month
-2.03%
3 Months
-2.24%
6 Months
-1.23%
YTD
-1.26%
1 Year
-0.33%
3 Years (annualized)
+5.01%
5 Years (annualized)
+2.20%
10 Years (annualized)
+3.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSRIX 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 Universal Total Return value Index(^BBGUSUTRVI)
This Mutual Fund (YTD)
-1.26%
Peer Avg (YTD)
-1.59%
vs Peers
+0.33%

TSRIX Mutual Fund Performance

TSRIX performance across multiple time periods: 1-month -2.03%, YTD -1.26%, 1-year -0.33%, 3-year 5.01%, 5-year 2.20%, 10-year 3.41%.

TSRIX returns outperform the peer average of -1.59% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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