TSDLX Mutual Fund

TSDLX Mutual Fund

NAV$9.30
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Returns Overview

1 Month
+0.37%
3 Months
+0.62%
6 Months
+0.81%
YTD
+1.63%
1 Year
+3.46%
3 Years (annualized)
+5.32%
5 Years (annualized)
+2.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSDLX 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
Bloomberg 1-3 Year US Corporate Bond Index(BBG13YUCBI)
This Mutual Fund (YTD)
+1.63%
Peer Avg (YTD)
+2.15%
vs Peers
-0.52%

TSDLX Mutual Fund Performance

TSDLX performance across multiple time periods: 1-month 0.37%, YTD 1.63%, 1-year 3.46%, 3-year 5.32%, 5-year 2.57%.

TSDLX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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