TSMTX Mutual Fund

TSMTX Mutual Fund

NAV$16.50
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Returns Overview

1 Month
-1.82%
3 Months
-1.47%
6 Months
+6.83%
YTD
+4.35%
1 Year
+7.07%
3 Years (annualized)
+12.45%
5 Years (annualized)
+5.31%
10 Years (annualized)
+7.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMTX 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)
+4.35%
Peer Avg (YTD)
+4.96%
vs Peers
-0.61%

TSMTX Mutual Fund Performance

TSMTX performance across multiple time periods: 1-month -1.82%, YTD 4.35%, 1-year 7.07%, 3-year 12.45%, 5-year 5.31%, 10-year 7.90%.

TSMTX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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