TSMHX Mutual Fund

TSMHX Mutual Fund

NAV$16.90
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Returns Overview

1 Month
-0.78%
3 Months
+1.77%
6 Months
+3.74%
YTD
+5.18%
1 Year
+12.95%
3 Years (annualized)
+11.47%
5 Years (annualized)
+5.51%
10 Years (annualized)
+8.01%

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
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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
Lifestyle Moderate Fund Composite Index(^TIAAMFC)
This Mutual Fund (YTD)
+5.18%
Peer Avg (YTD)
+5.54%
vs Peers
-0.36%

TSMHX Mutual Fund Performance

TSMHX performance across multiple time periods: 1-month -0.78%, YTD 5.18%, 1-year 12.95%, 3-year 11.47%, 5-year 5.51%, 10-year 8.01%.

TSMHX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.64%, 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.