TSRSX Mutual Fund

NAV$11.37

Returns Overview

1 Month
-0.87%
3 Months
-1.22%
6 Months
-2.15%
YTD
-2.24%
1 Year
+4.57%
3 Years (annualized)
+6.02%
5 Years (annualized)
+3.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSRSX 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
Bloomberg US Universal Total Return value Index(^BBGUSUTRVI)
This Mutual Fund (YTD)
-2.24%
Peer Avg (YTD)
+0.99%
vs Peers
-3.23%

TSRSX Mutual Fund Performance

TSRSX performance across multiple time periods: 1-month -0.87%, YTD -2.24%, 1-year 4.57%, 3-year 6.02%, 5-year 3.16%.

TSRSX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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