TMDPX Mutual Fund

NAV$16.59

Returns Overview

1 Month
+5.84%
3 Months
+18.39%
6 Months
+9.17%
YTD
+8.46%
1 Year
+20.89%
3 Years (annualized)
+14.83%
5 Years (annualized)
+7.45%
10 Years (annualized)
+13.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMDPX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.46%
Peer Avg (YTD)
+10.82%
vs Peers
-2.36%

TMDPX Mutual Fund Performance

TMDPX performance across multiple time periods: 1-month 5.84%, YTD 8.46%, 1-year 20.89%, 3-year 14.83%, 5-year 7.45%, 10-year 13.29%.

TMDPX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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