TSHIX Mutual Fund

TSHIX Mutual Fund

NAV$16.95
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Returns Overview

1 Month
+0.99%
3 Months
+1.80%
6 Months
+3.93%
YTD
+5.03%
1 Year
+12.88%
3 Years (annualized)
+12.69%
5 Years (annualized)
+7.70%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSHIX 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
Transamerica Multi-Asset Income Blended Benchmark
This Mutual Fund (YTD)
+5.03%
Peer Avg (YTD)
+6.57%
vs Peers
-1.54%

TSHIX Mutual Fund Performance

TSHIX performance across multiple time periods: 1-month 0.99%, YTD 5.03%, 1-year 12.88%, 3-year 12.69%, 5-year 7.70%, 10-year 10.08%.

TSHIX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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