TSIMX Mutual Fund

TSIMX Mutual Fund

NAV$16.88
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Returns Overview

1 Month
-0.72%
3 Months
+1.85%
6 Months
+3.84%
YTD
+5.21%
1 Year
+13.10%
3 Years (annualized)
+11.57%
5 Years (annualized)
+5.60%
10 Years (annualized)
+8.07%

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
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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
Lifestyle Moderate Fund Composite Index(^TIAAMFC)
This Mutual Fund (YTD)
+5.21%
Peer Avg (YTD)
+5.54%
vs Peers
-0.33%

TSIMX Mutual Fund Performance

TSIMX performance across multiple time periods: 1-month -0.72%, YTD 5.21%, 1-year 13.10%, 3-year 11.57%, 5-year 5.60%, 10-year 8.07%.

TSIMX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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