TSONX Mutual Fund

NAV$17.37

Returns Overview

1 Month
+1.70%
3 Months
+5.34%
6 Months
+6.37%
YTD
+9.80%
1 Year
+11.13%
3 Years (annualized)
+13.85%
5 Years (annualized)
+7.51%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSONX 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)
+9.80%
Peer Avg (YTD)
+9.13%
vs Peers
+0.67%

TSONX Mutual Fund Performance

TSONX performance across multiple time periods: 1-month 1.70%, YTD 9.80%, 1-year 11.13%, 3-year 13.85%, 5-year 7.51%, 10-year 9.03%.

TSONX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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