TSMWX Mutual Fund

TSMWX Mutual Fund

NAV$18.86
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Returns Overview

1 Month
+0.84%
3 Months
+2.02%
6 Months
+14.67%
YTD
+22.56%
1 Year
+27.41%
3 Years (annualized)
+21.67%
5 Years (annualized)
+11.86%
10 Years (annualized)
+14.77%

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
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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 2500 Index(^R25I)
This Mutual Fund (YTD)
+22.56%
Peer Avg (YTD)
+15.20%
vs Peers
+7.36%

TSMWX Mutual Fund Performance

TSMWX performance across multiple time periods: 1-month 0.84%, YTD 22.56%, 1-year 27.41%, 3-year 21.67%, 5-year 11.86%, 10-year 14.77%.

TSMWX returns outperform the peer average of 15.20% 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.