TSMLX Mutual Fund

TSMLX Mutual Fund

NAV$16.49
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Returns Overview

1 Month
-1.83%
3 Months
-1.48%
6 Months
+6.81%
YTD
+4.32%
1 Year
+7.02%
3 Years (annualized)
+12.41%
5 Years (annualized)
+5.28%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMLX 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
Lifestyle Moderate Fund Composite Index(^TIAAMFC)
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
+4.96%
vs Peers
-0.65%

TSMLX Mutual Fund Performance

TSMLX performance across multiple time periods: 1-month -1.83%, YTD 4.32%, 1-year 7.02%, 3-year 12.41%, 5-year 5.28%, 10-year 7.88%.

TSMLX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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