TSMPX Mutual Fund

TSMPX Mutual Fund

NAV$16.64
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Returns Overview

1 Month
-1.84%
3 Months
-1.49%
6 Months
+6.83%
YTD
+4.39%
1 Year
+7.19%
3 Years (annualized)
+12.56%
5 Years (annualized)
+5.40%
10 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMPX 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)
+4.39%
Peer Avg (YTD)
+4.96%
vs Peers
-0.57%

TSMPX Mutual Fund Performance

TSMPX performance across multiple time periods: 1-month -1.84%, YTD 4.39%, 1-year 7.19%, 3-year 12.56%, 5-year 5.40%, 10-year 7.99%.

TSMPX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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