TAMVX Mutual Fund

TAMVX Mutual Fund

NAV$36.84
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Returns Overview

1 Month
-0.81%
3 Months
+3.94%
6 Months
+7.81%
YTD
+18.99%
1 Year
+21.77%
3 Years (annualized)
+16.21%
5 Years (annualized)
+11.93%
10 Years (annualized)
+11.07%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Mid Cap Value Funds Index(^LMCVFI)
This Mutual Fund (YTD)
+18.99%
Peer Avg (YTD)
+9.89%
vs Peers
+9.10%

TAMVX Mutual Fund Performance

TAMVX performance across multiple time periods: 1-month -0.81%, YTD 18.99%, 1-year 21.77%, 3-year 16.21%, 5-year 11.93%, 10-year 11.07%.

TAMVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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