TSUMX Mutual Fund

TSUMX Mutual Fund

NAV$15.51
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Returns Overview

1 Month
+2.02%
3 Months
+1.21%
6 Months
+2.90%
YTD
+9.95%
1 Year
+12.40%
3 Years (annualized)
+18.47%
5 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSUMX 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
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📉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
MSCI All Country World Index
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+6.22%
vs Peers
+3.73%

TSUMX Mutual Fund Performance

TSUMX performance across multiple time periods: 1-month 2.02%, YTD 9.95%, 1-year 12.40%, 3-year 18.47%, 5-year 12.16%.

TSUMX returns outperform the peer average of 6.22% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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