TSUMX Mutual Fund

TSUMX Mutual Fund

NAV$15.56
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Returns Overview

1 Month
-3.03%
3 Months
+0.83%
6 Months
+6.23%
YTD
+7.77%
1 Year
+12.13%
3 Years (annualized)
+15.99%
5 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSUMX 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
MSCI All Country World Index
This Mutual Fund (YTD)
+7.77%
Peer Avg (YTD)
+6.10%
vs Peers
+1.67%

TSUMX Mutual Fund Performance

TSUMX performance across multiple time periods: 1-month -3.03%, YTD 7.77%, 1-year 12.13%, 3-year 15.99%, 5-year 8.92%.

TSUMX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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