TSMPX Mutual Fund

TSMPX Mutual Fund

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Returns Overview

1 Month
-0.77%
3 Months
+1.80%
6 Months
+3.73%
YTD
+5.16%
1 Year
+12.91%
3 Years (annualized)
+11.41%
5 Years (annualized)
+5.44%
10 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMPX 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)
+5.16%
Peer Avg (YTD)
+5.54%
vs Peers
-0.38%

TSMPX Mutual Fund Performance

TSMPX performance across multiple time periods: 1-month -0.77%, YTD 5.16%, 1-year 12.91%, 3-year 11.41%, 5-year 5.44%, 10-year 7.91%.

TSMPX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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