TSMWX Mutual Fund

NAV$19.43

Returns Overview

1 Month
+5.46%
3 Months
+23.94%
6 Months
+26.70%
YTD
+25.19%
1 Year
+30.62%
3 Years (annualized)
+21.87%
5 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMWX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+25.19%
Peer Avg (YTD)
+18.52%
vs Peers
+6.66%

TSMWX Mutual Fund Performance

TSMWX performance across multiple time periods: 1-month 5.46%, YTD 25.19%, 1-year 30.62%, 3-year 21.87%, 5-year 10.34%.

TSMWX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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