TSMDX Mutual Fund

TSMDX Mutual Fund

NAV$18.04
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Returns Overview

1 Month
-1.93%
3 Months
+4.83%
6 Months
+6.02%
YTD
+8.87%
1 Year
+15.00%
3 Years (annualized)
+6.68%
5 Years (annualized)
+3.59%
10 Years (annualized)
+8.50%

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
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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 1000(^SP1000:SP)
This Mutual Fund (YTD)
+8.87%
Peer Avg (YTD)
+9.54%
vs Peers
-0.67%

TSMDX Mutual Fund Performance

TSMDX performance across multiple time periods: 1-month -1.93%, YTD 8.87%, 1-year 15.00%, 3-year 6.68%, 5-year 3.59%, 10-year 8.50%.

TSMDX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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