TMSIX Mutual Fund

NAV$40.34

Returns Overview

1 Month
+4.38%
3 Months
+18.23%
6 Months
+18.65%
YTD
+17.33%
1 Year
+22.15%
3 Years (annualized)
+12.02%
5 Years (annualized)
+6.78%
10 Years (annualized)
+12.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMSIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+17.33%
Peer Avg (YTD)
+10.82%
vs Peers
+6.51%

TMSIX Mutual Fund Performance

TMSIX performance across multiple time periods: 1-month 4.38%, YTD 17.33%, 1-year 22.15%, 3-year 12.02%, 5-year 6.78%, 10-year 12.34%.

TMSIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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