TSITX Mutual Fund

TSITX Mutual Fund

NAV$11.48
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Returns Overview

1 Month
-0.61%
3 Months
+0.65%
6 Months
+1.47%
YTD
+2.19%
1 Year
+6.57%
3 Years (annualized)
+7.08%
5 Years (annualized)
+3.05%
10 Years (annualized)
+4.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSITX 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)
+2.19%
Peer Avg (YTD)
+3.39%
vs Peers
-1.20%

TSITX Mutual Fund Performance

TSITX performance across multiple time periods: 1-month -0.61%, YTD 2.19%, 1-year 6.57%, 3-year 7.08%, 5-year 3.05%, 10-year 4.13%.

TSITX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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