TSMHX Mutual Fund

TSMHX Mutual Fund

NAV$16.32
See how much of TSMHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.55%
3 Months
-1.20%
6 Months
+0.54%
YTD
+3.91%
1 Year
+5.06%
3 Years (annualized)
+13.97%
5 Years (annualized)
+5.00%
10 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMHX 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
Lifestyle Moderate Fund Composite Index(^TIAAMFC)
This Mutual Fund (YTD)
+3.91%
Peer Avg (YTD)
+5.30%
vs Peers
-1.39%

TSMHX Mutual Fund Performance

TSMHX performance across multiple time periods: 1-month -0.55%, YTD 3.91%, 1-year 5.06%, 3-year 13.97%, 5-year 5.00%, 10-year 7.93%.

TSMHX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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