TSMTX Mutual Fund

TSMTX Mutual Fund

NAV$16.30
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Returns Overview

1 Month
-0.61%
3 Months
-1.30%
6 Months
+0.46%
YTD
+3.72%
1 Year
+4.81%
3 Years (annualized)
+13.78%
5 Years (annualized)
+4.81%
10 Years (annualized)
+7.74%

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)
+3.72%
Peer Avg (YTD)
+5.30%
vs Peers
-1.59%

TSMTX Mutual Fund Performance

TSMTX performance across multiple time periods: 1-month -0.61%, YTD 3.72%, 1-year 4.81%, 3-year 13.78%, 5-year 4.81%, 10-year 7.74%.

TSMTX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.85%, 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.