TSFRX Mutual Fund

TSFRX Mutual Fund

NAV$16.53
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Returns Overview

1 Month
+1.60%
3 Months
+1.47%
6 Months
+6.51%
YTD
+9.69%
1 Year
+17.16%
3 Years (annualized)
+16.84%
5 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSFRX 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
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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
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+9.69%
Peer Avg (YTD)
+8.76%
vs Peers
+0.94%

TSFRX Mutual Fund Performance

TSFRX performance across multiple time periods: 1-month 1.60%, YTD 9.69%, 1-year 17.16%, 3-year 16.84%, 5-year 8.52%.

TSFRX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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