TSRSX Mutual Fund

TSRSX Mutual Fund

NAV$11.13
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Returns Overview

1 Month
-1.87%
3 Months
-2.05%
6 Months
-0.87%
YTD
-0.72%
1 Year
+0.47%
3 Years (annualized)
+5.73%
5 Years (annualized)
+2.93%
10 Years (annualized)
+4.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSRSX 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)
-0.72%
Peer Avg (YTD)
-1.59%
vs Peers
+0.86%

TSRSX Mutual Fund Performance

TSRSX performance across multiple time periods: 1-month -1.87%, YTD -0.72%, 1-year 0.47%, 3-year 5.73%, 5-year 2.93%, 10-year 4.23%.

TSRSX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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