TSRIX Mutual Fund

TSRIX Mutual Fund

NAV$11.11
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Returns Overview

1 Month
+1.45%
3 Months
-0.15%
6 Months
-0.25%
YTD
+0.17%
1 Year
+0.71%
3 Years (annualized)
+5.47%
5 Years (annualized)
+2.12%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSRIX 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
Bloomberg US Universal Total Return value Index(^BBGUSUTRVI)
This Mutual Fund (YTD)
+0.17%
Peer Avg (YTD)
-0.75%
vs Peers
+0.92%

TSRIX Mutual Fund Performance

TSRIX performance across multiple time periods: 1-month 1.45%, YTD 0.17%, 1-year 0.71%, 3-year 5.47%, 5-year 2.12%, 10-year 3.27%.

TSRIX returns outperform the peer average of -0.75% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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