TSORX Mutual Fund

TSORX Mutual Fund

NAV$17.38
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Returns Overview

1 Month
+0.77%
3 Months
+4.33%
6 Months
+5.22%
YTD
+8.56%
1 Year
+21.53%
3 Years (annualized)
+14.26%
5 Years (annualized)
+8.40%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSORX 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
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📉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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.56%
Peer Avg (YTD)
+9.42%
vs Peers
-0.86%

TSORX Mutual Fund Performance

TSORX performance across multiple time periods: 1-month 0.77%, YTD 8.56%, 1-year 21.53%, 3-year 14.26%, 5-year 8.40%, 10-year 8.90%.

TSORX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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