TMARX Mutual Fund

TMARX Mutual Fund

NAV$8.80
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Returns Overview

1 Month
-0.34%
3 Months
+0.12%
6 Months
+0.21%
YTD
+1.12%
1 Year
+2.88%
3 Years (annualized)
+7.25%
5 Years (annualized)
+4.47%
10 Years (annualized)
+5.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMARX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.12%
Peer Avg (YTD)
+1.55%
vs Peers
-0.43%

TMARX Mutual Fund Performance

TMARX performance across multiple time periods: 1-month -0.34%, YTD 1.12%, 1-year 2.88%, 3-year 7.25%, 5-year 4.47%, 10-year 5.18%.

TMARX returns trail the peer average of 1.55% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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