TSARX Mutual Fund

TSARX Mutual Fund

NAV$24.54
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Returns Overview

1 Month
+1.66%
3 Months
+1.53%
6 Months
+6.84%
YTD
+10.25%
1 Year
+18.04%
3 Years (annualized)
+17.72%
5 Years (annualized)
+8.66%
10 Years (annualized)
+11.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSARX 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
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📉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)
+10.25%
Peer Avg (YTD)
+7.17%
vs Peers
+3.07%

TSARX Mutual Fund Performance

TSARX performance across multiple time periods: 1-month 1.66%, YTD 10.25%, 1-year 18.04%, 3-year 17.72%, 5-year 8.66%, 10-year 11.79%.

TSARX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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