TSLIX Mutual Fund

TSLIX Mutual Fund

NAV$6.74
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Returns Overview

1 Month
-2.20%
3 Months
+5.70%
6 Months
+17.40%
YTD
+25.33%
1 Year
+41.22%
3 Years (annualized)
+15.78%
5 Years (annualized)
+9.26%
10 Years (annualized)
+9.07%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+25.33%
Peer Avg (YTD)
+15.31%
vs Peers
+10.02%

TSLIX Mutual Fund Performance

TSLIX performance across multiple time periods: 1-month -2.20%, YTD 25.33%, 1-year 41.22%, 3-year 15.78%, 5-year 9.26%, 10-year 9.07%.

TSLIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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