TSHIX Mutual Fund

NAV$16.68

Returns Overview

1 Month
-0.53%
3 Months
+5.93%
6 Months
+4.32%
YTD
+4.00%
1 Year
+13.42%
3 Years (annualized)
+13.23%
5 Years (annualized)
+7.79%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSHIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Transamerica Multi-Asset Income Blended Benchmark
This Mutual Fund (YTD)
+4.00%
Peer Avg (YTD)
+6.73%
vs Peers
-2.73%

TSHIX Mutual Fund Performance

TSHIX performance across multiple time periods: 1-month -0.53%, YTD 4.00%, 1-year 13.42%, 3-year 13.23%, 5-year 7.79%, 10-year 10.29%.

TSHIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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