TSMWX Mutual Fund

TSMWX Mutual Fund

NAV$18.84
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Returns Overview

1 Month
-3.17%
3 Months
-6.34%
6 Months
+16.08%
YTD
+17.25%
1 Year
+21.09%
3 Years (annualized)
+21.67%
5 Years (annualized)
+11.86%
10 Years (annualized)
+14.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSMWX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+17.25%
Peer Avg (YTD)
+10.34%
vs Peers
+6.91%

TSMWX Mutual Fund Performance

TSMWX performance across multiple time periods: 1-month -3.17%, YTD 17.25%, 1-year 21.09%, 3-year 21.67%, 5-year 11.86%, 10-year 14.77%.

TSMWX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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