TSIMX Mutual Fund

NAV$16.87

Returns Overview

1 Month
+0.32%
3 Months
+8.48%
6 Months
+6.50%
YTD
+5.97%
1 Year
+14.35%
3 Years (annualized)
+12.68%
5 Years (annualized)
+5.89%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSIMX 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
Lifestyle Moderate Fund Composite Index(^TIAAMFC)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+5.87%
vs Peers
+0.10%

TSIMX Mutual Fund Performance

TSIMX performance across multiple time periods: 1-month 0.32%, YTD 5.97%, 1-year 14.35%, 3-year 12.68%, 5-year 5.89%, 10-year 8.49%.

TSIMX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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