TSMOX Mutual Fund

TSMOX Mutual Fund

NAV$18.48
See how much of TSMOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.43%
3 Months
-2.01%
6 Months
+3.76%
YTD
+17.55%
1 Year
+19.89%
3 Years (annualized)
+24.53%
5 Years (annualized)
+10.34%
10 Years (annualized)
+14.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMOX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+17.55%
Peer Avg (YTD)
+12.21%
vs Peers
+5.34%

TSMOX Mutual Fund Performance

TSMOX performance across multiple time periods: 1-month 0.43%, YTD 17.55%, 1-year 19.89%, 3-year 24.53%, 5-year 10.34%, 10-year 14.65%.

TSMOX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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