TSDFX Mutual Fund

TSDFX Mutual Fund

NAV$9.58
See how much of TSDFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.76%
3 Months
+0.40%
6 Months
+0.88%
YTD
+1.76%
1 Year
+2.39%
3 Years (annualized)
+4.92%
5 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSDFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+2.28%
vs Peers
-0.53%

TSDFX Mutual Fund Performance

TSDFX performance across multiple time periods: 1-month 0.76%, YTD 1.76%, 1-year 2.39%, 3-year 4.92%, 5-year 2.40%.

TSDFX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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