TSMGX Mutual Fund

TSMGX Mutual Fund

NAV$19.22
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Returns Overview

1 Month
-1.74%
3 Months
-5.22%
6 Months
+19.55%
YTD
+14.24%
1 Year
+17.36%
3 Years (annualized)
+14.81%
5 Years (annualized)
-2.41%
10 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMGX 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
Bloomberg World ex US Large & Mid Cap Index
This Mutual Fund (YTD)
+14.24%
Peer Avg (YTD)
+18.35%
vs Peers
-4.11%

TSMGX Mutual Fund Performance

TSMGX performance across multiple time periods: 1-month -1.74%, YTD 14.24%, 1-year 17.36%, 3-year 14.81%, 5-year -2.41%, 10-year 7.09%.

TSMGX returns trail the peer average of 18.35% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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