TSARX Mutual Fund

TSARX Mutual Fund

NAV$24.74
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Returns Overview

1 Month
-0.49%
3 Months
+3.30%
6 Months
+6.39%
YTD
+8.45%
1 Year
+19.44%
3 Years (annualized)
+15.97%
5 Years (annualized)
+8.77%
10 Years (annualized)
+11.64%

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)
+8.45%
Peer Avg (YTD)
+6.57%
vs Peers
+1.88%

TSARX Mutual Fund Performance

TSARX performance across multiple time periods: 1-month -0.49%, YTD 8.45%, 1-year 19.44%, 3-year 15.97%, 5-year 8.77%, 10-year 11.64%.

TSARX returns outperform the peer average of 6.57% 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.