TSHIX Mutual Fund

TSHIX Mutual Fund

NAV$16.54
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Returns Overview

1 Month
+1.23%
3 Months
+1.69%
6 Months
+4.99%
YTD
+6.32%
1 Year
+12.33%
3 Years (annualized)
+13.67%
5 Years (annualized)
+7.69%
10 Years (annualized)
+10.12%

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)
+6.32%
Peer Avg (YTD)
+7.17%
vs Peers
-0.85%

TSHIX Mutual Fund Performance

TSHIX performance across multiple time periods: 1-month 1.23%, YTD 6.32%, 1-year 12.33%, 3-year 13.67%, 5-year 7.69%, 10-year 10.12%.

TSHIX returns trail the peer average of 7.17% 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.