TASMX Mutual Fund

TASMX Mutual Fund

NAV$30.58
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Returns Overview

1 Month
+1.62%
3 Months
+6.33%
6 Months
+8.89%
YTD
+17.62%
1 Year
+20.07%
3 Years (annualized)
+13.75%
5 Years (annualized)
+8.42%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TASMX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.62%
Peer Avg (YTD)
+9.89%
vs Peers
+7.73%

TASMX Mutual Fund Performance

TASMX performance across multiple time periods: 1-month 1.62%, YTD 17.62%, 1-year 20.07%, 3-year 13.75%, 5-year 8.42%, 10-year 10.74%.

TASMX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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