TMSIX Mutual Fund

TMSIX Mutual Fund

NAV$39.58
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Returns Overview

1 Month
-1.99%
3 Months
-2.92%
6 Months
+14.78%
YTD
+13.91%
1 Year
+17.12%
3 Years (annualized)
+11.60%
5 Years (annualized)
+5.73%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMSIX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+13.91%
Peer Avg (YTD)
+6.72%
vs Peers
+7.18%

TMSIX Mutual Fund Performance

TMSIX performance across multiple time periods: 1-month -1.99%, YTD 13.91%, 1-year 17.12%, 3-year 11.60%, 5-year 5.73%, 10-year 11.46%.

TMSIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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