TSMTX Mutual Fund

TSMTX Mutual Fund

NAV$16.85
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Returns Overview

1 Month
-0.78%
3 Months
+1.79%
6 Months
+3.71%
YTD
+5.08%
1 Year
+12.84%
3 Years (annualized)
+11.29%
5 Years (annualized)
+5.33%
10 Years (annualized)
+7.81%

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
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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)
+5.08%
Peer Avg (YTD)
+5.54%
vs Peers
-0.45%

TSMTX Mutual Fund Performance

TSMTX performance across multiple time periods: 1-month -0.78%, YTD 5.08%, 1-year 12.84%, 3-year 11.29%, 5-year 5.33%, 10-year 7.81%.

TSMTX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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