TISRX Mutual Fund

TISRX Mutual Fund

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Returns Overview

1 Month
+0.22%
3 Months
+0.40%
6 Months
+0.42%
YTD
+1.37%
1 Year
+2.76%
3 Years (annualized)
+4.78%
5 Years (annualized)
+2.47%
10 Years (annualized)
+2.42%

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
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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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.37%
Peer Avg (YTD)
+2.15%
vs Peers
-0.78%

TISRX Mutual Fund Performance

TISRX performance across multiple time periods: 1-month 0.22%, YTD 1.37%, 1-year 2.76%, 3-year 4.78%, 5-year 2.47%, 10-year 2.42%.

TISRX returns trail the peer average of 2.15% 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.