TSMEX Mutual Fund

TSMEX Mutual Fund

NAV$18.87
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Returns Overview

1 Month
+0.80%
3 Months
+1.93%
6 Months
+14.46%
YTD
+22.34%
1 Year
+26.96%
3 Years (annualized)
+21.31%
5 Years (annualized)
+11.51%
10 Years (annualized)
+14.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMEX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+22.34%
Peer Avg (YTD)
+15.20%
vs Peers
+7.14%

TSMEX Mutual Fund Performance

TSMEX performance across multiple time periods: 1-month 0.80%, YTD 22.34%, 1-year 26.96%, 3-year 21.31%, 5-year 11.51%, 10-year 14.37%.

TSMEX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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