TSFRX Mutual Fund

TSFRX Mutual Fund

NAV$15.73
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Returns Overview

1 Month
-1.65%
3 Months
-1.29%
6 Months
+1.78%
YTD
+6.57%
1 Year
+8.28%
3 Years (annualized)
+18.35%
5 Years (annualized)
+7.72%

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
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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
S&P Target Date 2065+ Index(SPTGT65T)
This Mutual Fund (YTD)
+6.57%
Peer Avg (YTD)
+6.70%
vs Peers
-0.13%

TSFRX Mutual Fund Performance

TSFRX performance across multiple time periods: 1-month -1.65%, YTD 6.57%, 1-year 8.28%, 3-year 18.35%, 5-year 7.72%.

TSFRX returns trail the peer average of 6.70% 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.