TSAIX Mutual Fund

TSAIX Mutual Fund

NAV$24.51
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Returns Overview

1 Month
+1.69%
3 Months
+1.60%
6 Months
+6.98%
YTD
+10.37%
1 Year
+18.30%
3 Years (annualized)
+18.02%
5 Years (annualized)
+8.93%
10 Years (annualized)
+12.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSAIX 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
Lifestyle Aggressive Growth Fund Composite Index
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+7.17%
vs Peers
+3.20%

TSAIX Mutual Fund Performance

TSAIX performance across multiple time periods: 1-month 1.69%, YTD 10.37%, 1-year 18.30%, 3-year 18.02%, 5-year 8.93%, 10-year 12.68%.

TSAIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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