TSRLX Mutual Fund

TSRLX Mutual Fund

NAV$91.62
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Returns Overview

1 Month
+4.00%
3 Months
+4.53%
6 Months
+5.58%
YTD
+6.86%
1 Year
+15.04%
3 Years (annualized)
+16.95%
5 Years (annualized)
+10.69%
10 Years (annualized)
+14.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSRLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.86%
Peer Avg (YTD)
+9.41%
vs Peers
-2.55%

TSRLX Mutual Fund Performance

TSRLX performance across multiple time periods: 1-month 4.00%, YTD 6.86%, 1-year 15.04%, 3-year 16.95%, 5-year 10.69%, 10-year 14.80%.

TSRLX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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