TMFSX Mutual Fund

TMFSX Mutual Fund

NAV$28.39
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Returns Overview

1 Month
+0.28%
3 Months
-1.41%
6 Months
+9.73%
YTD
+9.44%
1 Year
+26.41%
3 Years (annualized)
+6.49%
5 Years (annualized)
+6.92%
10 Years (annualized)
+6.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMFSX 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 Financials Index
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+8.37%
vs Peers
+1.07%

TMFSX Mutual Fund Performance

TMFSX performance across multiple time periods: 1-month 0.28%, YTD 9.44%, 1-year 26.41%, 3-year 6.49%, 5-year 6.92%, 10-year 6.09%.

TMFSX returns outperform the peer average of 8.37% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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