TSMDX Mutual Fund

NAV$18.35

Returns Overview

1 Month
+4.49%
3 Months
+15.98%
6 Months
+11.02%
YTD
+9.87%
1 Year
+18.25%
3 Years (annualized)
+8.36%
5 Years (annualized)
+4.10%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMDX 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
S&P 1000(^SP1000:SP)
This Mutual Fund (YTD)
+9.87%
Peer Avg (YTD)
+10.82%
vs Peers
-0.94%

TSMDX Mutual Fund Performance

TSMDX performance across multiple time periods: 1-month 4.49%, YTD 9.87%, 1-year 18.25%, 3-year 8.36%, 5-year 4.10%, 10-year 9.38%.

TSMDX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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