TSLIX Mutual Fund

NAV$6.86

Returns Overview

1 Month
+6.55%
3 Months
+20.04%
6 Months
+28.14%
YTD
+26.72%
1 Year
+46.45%
3 Years (annualized)
+19.25%
5 Years (annualized)
+9.24%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSLIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+26.72%
Peer Avg (YTD)
+18.52%
vs Peers
+8.19%

TSLIX Mutual Fund Performance

TSLIX performance across multiple time periods: 1-month 6.55%, YTD 26.72%, 1-year 46.45%, 3-year 19.25%, 5-year 9.24%, 10-year 9.81%.

TSLIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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