TSRSX Mutual Fund

TSRSX Mutual Fund

NAV$11.13
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Returns Overview

1 Month
+1.50%
3 Months
+0.03%
6 Months
+0.10%
YTD
+0.77%
1 Year
+1.43%
3 Years (annualized)
+6.25%
5 Years (annualized)
+2.85%
10 Years (annualized)
+4.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSRSX 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
Bloomberg US Universal Total Return value Index(^BBGUSUTRVI)
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
-0.75%
vs Peers
+1.51%

TSRSX Mutual Fund Performance

TSRSX performance across multiple time periods: 1-month 1.50%, YTD 0.77%, 1-year 1.43%, 3-year 6.25%, 5-year 2.85%, 10-year 4.09%.

TSRSX returns outperform the peer average of -0.75% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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