TISRX Mutual Fund

TISRX Mutual Fund

NAV$10.11
See how much of TISRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.05%
3 Months
+0.43%
6 Months
+0.82%
YTD
+1.15%
1 Year
+3.40%
3 Years (annualized)
+4.80%
5 Years (annualized)
+2.43%
10 Years (annualized)
+2.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TISRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
+0.12%
vs Peers
+1.03%

TISRX Mutual Fund Performance

TISRX performance across multiple time periods: 1-month 0.05%, YTD 1.15%, 1-year 3.40%, 3-year 4.80%, 5-year 2.43%, 10-year 2.39%.

TISRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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