TSFIX Mutual Fund

NAV$17.23

Returns Overview

1 Month
+2.38%
3 Months
+7.55%
6 Months
+8.30%
YTD
+12.25%
1 Year
+14.99%
3 Years (annualized)
+12.52%
5 Years (annualized)
+9.09%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSFIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.25%
Peer Avg (YTD)
+18.52%
vs Peers
-6.28%

TSFIX Mutual Fund Performance

TSFIX performance across multiple time periods: 1-month 2.38%, YTD 12.25%, 1-year 14.99%, 3-year 12.52%, 5-year 9.09%, 10-year 8.98%.

TSFIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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