TSMTX Mutual Fund

NAV$16.83

Returns Overview

1 Month
+0.37%
3 Months
+8.42%
6 Months
+6.38%
YTD
+5.91%
1 Year
+14.16%
3 Years (annualized)
+12.42%
5 Years (annualized)
+5.65%
10 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMTX 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)
+5.91%
Peer Avg (YTD)
+5.87%
vs Peers
+0.04%

TSMTX Mutual Fund Performance

TSMTX performance across multiple time periods: 1-month 0.37%, YTD 5.91%, 1-year 14.16%, 3-year 12.42%, 5-year 5.65%, 10-year 8.23%.

TSMTX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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