TSMGX Mutual Fund

TSMGX Mutual Fund

NAV$16.63
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Returns Overview

1 Month
-12.97%
3 Months
-12.13%
6 Months
-8.30%
YTD
-0.58%
1 Year
+0.35%
3 Years (annualized)
+11.05%
5 Years (annualized)
-4.21%
10 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMGX 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
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📉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
Bloomberg World ex US Large & Mid Cap Index
This Mutual Fund (YTD)
-0.58%
Peer Avg (YTD)
+8.28%
vs Peers
-8.85%

TSMGX Mutual Fund Performance

TSMGX performance across multiple time periods: 1-month -12.97%, YTD -0.58%, 1-year 0.35%, 3-year 11.05%, 5-year -4.21%, 10-year 7.09%.

TSMGX returns trail the peer average of 8.28% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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