TSARX Mutual Fund

NAV$24.70

Returns Overview

1 Month
+0.37%
3 Months
+13.37%
6 Months
+9.88%
YTD
+8.99%
1 Year
+20.99%
3 Years (annualized)
+17.53%
5 Years (annualized)
+8.99%
10 Years (annualized)
+12.19%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lifestyle Aggressive Growth Fund Composite Index
This Mutual Fund (YTD)
+8.99%
Peer Avg (YTD)
+6.73%
vs Peers
+2.26%

TSARX Mutual Fund Performance

TSARX performance across multiple time periods: 1-month 0.37%, YTD 8.99%, 1-year 20.99%, 3-year 17.53%, 5-year 8.99%, 10-year 12.19%.

TSARX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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