TSMPX Mutual Fund

NAV$16.98

Returns Overview

1 Month
+0.34%
3 Months
+8.44%
6 Months
+6.44%
YTD
+5.97%
1 Year
+14.22%
3 Years (annualized)
+12.53%
5 Years (annualized)
+5.74%
10 Years (annualized)
+8.32%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lifestyle Moderate Fund Composite Index(^TIAAMFC)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+5.87%
vs Peers
+0.11%

TSMPX Mutual Fund Performance

TSMPX performance across multiple time periods: 1-month 0.34%, YTD 5.97%, 1-year 14.22%, 3-year 12.53%, 5-year 5.74%, 10-year 8.32%.

TSMPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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