TSMOX Mutual Fund

NAV$19.42

Returns Overview

1 Month
+5.47%
3 Months
+23.87%
6 Months
+26.58%
YTD
+25.05%
1 Year
+30.44%
3 Years (annualized)
+21.64%
5 Years (annualized)
+10.10%

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

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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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+25.05%
Peer Avg (YTD)
+18.52%
vs Peers
+6.52%

TSMOX Mutual Fund Performance

TSMOX performance across multiple time periods: 1-month 5.47%, YTD 25.05%, 1-year 30.44%, 3-year 21.64%, 5-year 10.10%.

TSMOX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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