TSDFX Mutual Fund

TSDFX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
+0.26%
3 Months
+0.53%
6 Months
+0.51%
YTD
+1.62%
1 Year
+3.05%
3 Years (annualized)
+4.94%
5 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSDFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
+1.62%
Peer Avg (YTD)
+2.15%
vs Peers
-0.54%

TSDFX Mutual Fund Performance

TSDFX performance across multiple time periods: 1-month 0.26%, YTD 1.62%, 1-year 3.05%, 3-year 4.94%, 5-year 2.30%.

TSDFX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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