TFSIX Mutual Fund

NAV$28.32

Returns Overview

1 Month
+0.28%
3 Months
-1.83%
6 Months
+9.46%
YTD
+9.17%
1 Year
+26.56%
3 Years (annualized)
+7.08%
5 Years (annualized)
+7.60%
10 Years (annualized)
+6.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TFSIX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Financials Index
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+8.37%
vs Peers
+0.80%

TFSIX Mutual Fund Performance

TFSIX performance across multiple time periods: 1-month 0.28%, YTD 9.17%, 1-year 26.56%, 3-year 7.08%, 5-year 7.60%, 10-year 6.82%.

TFSIX returns outperform the peer average of 8.37% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

TFSIX performance comparison shows side-by-side returns with another fund. TFSIX alternatives are available in the Mutual Fund Screener.