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
+0.35%
3 Months
+1.04%
6 Months
+1.62%
YTD
+1.67%
1 Year
+3.30%
3 Years (annualized)
+5.21%
5 Years (annualized)
+3.78%
10 Years (annualized)
+2.83%

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)
+1.67%
Peer Avg (YTD)
+2.15%
vs Peers
-0.48%

TSDIX Mutual Fund Performance

TSDIX performance across multiple time periods: 1-month 0.35%, YTD 1.67%, 1-year 3.30%, 3-year 5.21%, 5-year 3.78%, 10-year 2.83%.

TSDIX returns trail the peer average of 2.15% 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.