TSORX Mutual Fund

TSORX Mutual Fund

NAV$16.89
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Returns Overview

1 Month
-1.48%
3 Months
-2.92%
6 Months
+1.28%
YTD
+5.39%
1 Year
+9.44%
3 Years (annualized)
+17.18%
5 Years (annualized)
+7.24%
10 Years (annualized)
+8.65%

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
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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+8.05%
vs Peers
-2.66%

TSORX Mutual Fund Performance

TSORX performance across multiple time periods: 1-month -1.48%, YTD 5.39%, 1-year 9.44%, 3-year 17.18%, 5-year 7.24%, 10-year 8.65%.

TSORX returns trail the peer average of 8.05% 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.