TSFAX Mutual Fund

NAV$16.84

Returns Overview

1 Month
+3.38%
3 Months
+7.40%
6 Months
+7.33%
YTD
+11.89%
1 Year
+14.63%
3 Years (annualized)
+9.83%
5 Years (annualized)
+7.38%
10 Years (annualized)
+7.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSFAX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+11.89%
Peer Avg (YTD)
+18.52%
vs Peers
-6.63%

TSFAX Mutual Fund Performance

TSFAX performance across multiple time periods: 1-month 3.38%, YTD 11.89%, 1-year 14.63%, 3-year 9.83%, 5-year 7.38%, 10-year 7.94%.

TSFAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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