TSMVX Mutual Fund

TSMVX Mutual Fund

NAV$30.59
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Returns Overview

1 Month
-7.23%
3 Months
-3.47%
6 Months
+6.23%
YTD
+8.11%
1 Year
+11.64%
3 Years (annualized)
+13.77%
5 Years (annualized)
+8.42%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+8.11%
Peer Avg (YTD)
+6.72%
vs Peers
+1.38%

TSMVX Mutual Fund Performance

TSMVX performance across multiple time periods: 1-month -7.23%, YTD 8.11%, 1-year 11.64%, 3-year 13.77%, 5-year 8.42%, 10-year 10.75%.

TSMVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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