TAMVX Mutual Fund

NAV$38.80

Returns Overview

1 Month
+4.65%
3 Months
+15.81%
6 Months
+19.81%
YTD
+18.58%
1 Year
+29.71%
3 Years (annualized)
+14.53%
5 Years (annualized)
+10.16%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAMVX 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
Lipper Mid Cap Value Funds Index(^LMCVFI)
This Mutual Fund (YTD)
+18.58%
Peer Avg (YTD)
+10.82%
vs Peers
+7.76%

TAMVX Mutual Fund Performance

TAMVX performance across multiple time periods: 1-month 4.65%, YTD 18.58%, 1-year 29.71%, 3-year 14.53%, 5-year 10.16%, 10-year 10.88%.

TAMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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