TSIPX Mutual Fund

TSIPX Mutual Fund

NAV$11.19
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Returns Overview

1 Month
+0.54%
3 Months
-0.45%
6 Months
+0.16%
YTD
+1.66%
1 Year
+2.47%
3 Years (annualized)
+8.11%
5 Years (annualized)
+2.81%
10 Years (annualized)
+3.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSIPX 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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+2.95%
vs Peers
-1.30%

TSIPX Mutual Fund Performance

TSIPX performance across multiple time periods: 1-month 0.54%, YTD 1.66%, 1-year 2.47%, 3-year 8.11%, 5-year 2.81%, 10-year 3.95%.

TSIPX returns trail the peer average of 2.95% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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