TSMLX Mutual Fund

NAV$16.90

Returns Overview

1 Month
+0.36%
3 Months
+8.41%
6 Months
+6.35%
YTD
+5.88%
1 Year
+14.11%
3 Years (annualized)
+12.38%
5 Years (annualized)
+5.61%
10 Years (annualized)
+8.20%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lifestyle Moderate Fund Composite Index(^TIAAMFC)
This Mutual Fund (YTD)
+5.88%
Peer Avg (YTD)
+5.87%
vs Peers
+0.02%

TSMLX Mutual Fund Performance

TSMLX performance across multiple time periods: 1-month 0.36%, YTD 5.88%, 1-year 14.11%, 3-year 12.38%, 5-year 5.61%, 10-year 8.20%.

TSMLX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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