TSOHX Mutual Fund

NAV$17.35

Returns Overview

1 Month
+1.70%
3 Months
+5.34%
6 Months
+6.38%
YTD
+9.74%
1 Year
+11.07%
3 Years (annualized)
+13.02%
5 Years (annualized)
+7.42%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSOHX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.74%
Peer Avg (YTD)
+9.13%
vs Peers
+0.61%

TSOHX Mutual Fund Performance

TSOHX performance across multiple time periods: 1-month 1.70%, YTD 9.74%, 1-year 11.07%, 3-year 13.02%, 5-year 7.42%, 10-year 8.95%.

TSOHX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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