TSAIX Mutual Fund

TSAIX Mutual Fund

NAV$24.91
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Returns Overview

1 Month
-0.49%
3 Months
+3.32%
6 Months
+6.49%
YTD
+8.54%
1 Year
+19.70%
3 Years (annualized)
+16.23%
5 Years (annualized)
+9.04%
10 Years (annualized)
+12.53%

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)
+8.54%
Peer Avg (YTD)
+6.57%
vs Peers
+1.97%

TSAIX Mutual Fund Performance

TSAIX performance across multiple time periods: 1-month -0.49%, YTD 8.54%, 1-year 19.70%, 3-year 16.23%, 5-year 9.04%, 10-year 12.53%.

TSAIX returns outperform the peer average of 6.57% 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.