TSIWX Mutual Fund

TSIWX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
+0.36%
3 Months
+0.57%
6 Months
+0.60%
YTD
+1.49%
1 Year
+3.07%
3 Years (annualized)
+3.66%
5 Years (annualized)
+0.91%
10 Years (annualized)
+0.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSIWX 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
Bloomberg US Universal Bond Index
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+2.15%
vs Peers
-0.66%

TSIWX Mutual Fund Performance

TSIWX performance across multiple time periods: 1-month 0.36%, YTD 1.49%, 1-year 3.07%, 3-year 3.66%, 5-year 0.91%, 10-year 0.82%.

TSIWX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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