TSORX Mutual Fund

NAV$17.27

Returns Overview

1 Month
+1.65%
3 Months
+5.24%
6 Months
+6.15%
YTD
+9.51%
1 Year
+17.29%
3 Years (annualized)
+14.90%
5 Years (annualized)
+8.42%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSORX 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)
+9.51%
Peer Avg (YTD)
+9.13%
vs Peers
+0.38%

TSORX Mutual Fund Performance

TSORX performance across multiple time periods: 1-month 1.65%, YTD 9.51%, 1-year 17.29%, 3-year 14.90%, 5-year 8.42%, 10-year 9.30%.

TSORX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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