TSMLX Mutual Fund

TSMLX Mutual Fund

NAV$16.83
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Returns Overview

1 Month
-0.78%
3 Months
+1.77%
6 Months
+3.69%
YTD
+5.06%
1 Year
+12.71%
3 Years (annualized)
+11.25%
5 Years (annualized)
+5.30%
10 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMLX 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)
+5.06%
Peer Avg (YTD)
+5.54%
vs Peers
-0.48%

TSMLX Mutual Fund Performance

TSMLX performance across multiple time periods: 1-month -0.78%, YTD 5.06%, 1-year 12.71%, 3-year 11.25%, 5-year 5.30%, 10-year 7.79%.

TSMLX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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