TSDIX Mutual Fund

TSDIX Mutual Fund

NAV$9.21
See how much of TSDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.37%
3 Months
+0.71%
6 Months
+1.34%
YTD
+1.34%
1 Year
+4.50%
3 Years (annualized)
+5.76%
5 Years (annualized)
+4.09%
10 Years (annualized)
+2.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSDIX 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
ICE BofA 1-Year US Treasury Note Index(ICEBOFA1YUTRNI)
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+0.12%
vs Peers
+1.22%

TSDIX Mutual Fund Performance

TSDIX performance across multiple time periods: 1-month 0.37%, YTD 1.34%, 1-year 4.50%, 3-year 5.76%, 5-year 4.09%, 10-year 2.99%.

TSDIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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