TSMWX Mutual Fund

TSMWX Mutual Fund

NAV$19.53
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Returns Overview

1 Month
-4.07%
3 Months
+5.89%
6 Months
+16.28%
YTD
+20.09%
1 Year
+23.11%
3 Years (annualized)
+16.67%
5 Years (annualized)
+9.64%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+20.09%
Peer Avg (YTD)
+15.31%
vs Peers
+4.78%

TSMWX Mutual Fund Performance

TSMWX performance across multiple time periods: 1-month -4.07%, YTD 20.09%, 1-year 23.11%, 3-year 16.67%, 5-year 9.64%.

TSMWX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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