TSIPX Mutual Fund

NAV$11.44

Returns Overview

1 Month
+0.26%
3 Months
+3.41%
6 Months
+2.84%
YTD
+2.74%
1 Year
+7.27%
3 Years (annualized)
+7.49%
5 Years (annualized)
+3.15%
10 Years (annualized)
+4.18%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+2.74%
Peer Avg (YTD)
+4.14%
vs Peers
-1.40%

TSIPX Mutual Fund Performance

TSIPX performance across multiple time periods: 1-month 0.26%, YTD 2.74%, 1-year 7.27%, 3-year 7.49%, 5-year 3.15%, 10-year 4.18%.

TSIPX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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