TSAGX Mutual Fund

NAV$57.29

Returns Overview

1 Month
-4.29%
3 Months
-2.26%
6 Months
-1.84%
YTD
-6.31%
1 Year
+13.09%
3 Years (annualized)
+22.39%
5 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSAGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-6.31%
Peer Avg (YTD)
+0.33%
vs Peers
-6.63%

TSAGX Mutual Fund Performance

TSAGX performance across multiple time periods: 1-month -4.29%, YTD -6.31%, 1-year 13.09%, 3-year 22.39%, 5-year 10.46%.

TSAGX returns trail the peer average of 0.33% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

TSAGX performance comparison shows side-by-side returns with another fund. TSAGX alternatives are available in the Mutual Fund Screener.