TSMVX Mutual Fund

TSMVX Mutual Fund

NAV$31.74
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Returns Overview

1 Month
+2.38%
3 Months
+5.47%
6 Months
+9.99%
YTD
+15.75%
1 Year
+25.17%
3 Years (annualized)
+12.48%
5 Years (annualized)
+8.77%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.75%
Peer Avg (YTD)
+9.54%
vs Peers
+6.21%

TSMVX Mutual Fund Performance

TSMVX performance across multiple time periods: 1-month 2.38%, YTD 15.75%, 1-year 25.17%, 3-year 12.48%, 5-year 8.77%, 10-year 10.60%.

TSMVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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