TMAIX Mutual Fund

TMAIX Mutual Fund

NAV$17.75
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Returns Overview

1 Month
-0.17%
3 Months
+2.60%
6 Months
+5.13%
YTD
+6.20%
1 Year
+13.34%
3 Years (annualized)
+11.94%
5 Years (annualized)
+6.23%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMAIX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.20%
Peer Avg (YTD)
+6.57%
vs Peers
-0.37%

TMAIX Mutual Fund Performance

TMAIX performance across multiple time periods: 1-month -0.17%, YTD 6.20%, 1-year 13.34%, 3-year 11.94%, 5-year 6.23%, 10-year 7.77%.

TMAIX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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