TSMDX Mutual Fund

TSMDX Mutual Fund

NAV$17.66
See how much of TSMDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.06%
3 Months
+2.42%
6 Months
+6.02%
YTD
+8.81%
1 Year
+11.82%
3 Years (annualized)
+9.48%
5 Years (annualized)
+3.18%
10 Years (annualized)
+8.24%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 1000(^SP1000:SP)
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+9.89%
vs Peers
-1.08%

TSMDX Mutual Fund Performance

TSMDX performance across multiple time periods: 1-month -0.06%, YTD 8.81%, 1-year 11.82%, 3-year 9.48%, 5-year 3.18%, 10-year 8.24%.

TSMDX returns trail the peer average of 9.89% 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.