TSFIX Mutual Fund

TSFIX Mutual Fund

NAV$17.37
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Returns Overview

1 Month
+5.16%
3 Months
+0.17%
6 Months
+8.18%
YTD
+12.90%
1 Year
+20.28%
3 Years (annualized)
+15.88%
5 Years (annualized)
+8.44%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSFIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.90%
Peer Avg (YTD)
+12.21%
vs Peers
+0.69%

TSFIX Mutual Fund Performance

TSFIX performance across multiple time periods: 1-month 5.16%, YTD 12.90%, 1-year 20.28%, 3-year 15.88%, 5-year 8.44%, 10-year 9.90%.

TSFIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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