TSFRX Mutual Fund

TSFRX Mutual Fund

NAV$16.66
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Returns Overview

1 Month
-0.49%
3 Months
+3.11%
6 Months
+6.07%
YTD
+7.97%
1 Year
+18.48%
3 Years (annualized)
+15.15%
5 Years (annualized)
+8.64%

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)
+7.97%
Peer Avg (YTD)
+6.99%
vs Peers
+0.98%

TSFRX Mutual Fund Performance

TSFRX performance across multiple time periods: 1-month -0.49%, YTD 7.97%, 1-year 18.48%, 3-year 15.15%, 5-year 8.64%.

TSFRX returns outperform the peer average of 6.99% 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.