TSIRX Mutual Fund

TSIRX Mutual Fund

NAV$11.11
See how much of TSIRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.45%
3 Months
-0.24%
6 Months
-0.34%
YTD
+0.08%
1 Year
+0.62%
3 Years (annualized)
+5.47%
5 Years (annualized)
+2.10%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSIRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Total Return value Index(^BBGUSUTRVI)
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
-0.75%
vs Peers
+0.83%

TSIRX Mutual Fund Performance

TSIRX performance across multiple time periods: 1-month 1.45%, YTD 0.08%, 1-year 0.62%, 3-year 5.47%, 5-year 2.10%, 10-year 3.27%.

TSIRX returns outperform the peer average of -0.75% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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