TASMX Mutual Fund

NAV$32.60

Returns Overview

1 Month
+2.22%
3 Months
+10.05%
6 Months
+13.07%
YTD
+12.02%
1 Year
+23.22%
3 Years (annualized)
+12.00%
5 Years (annualized)
+5.54%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TASMX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.02%
Peer Avg (YTD)
+10.82%
vs Peers
+1.21%

TASMX Mutual Fund Performance

TASMX performance across multiple time periods: 1-month 2.22%, YTD 12.02%, 1-year 23.22%, 3-year 12.00%, 5-year 5.54%, 10-year 9.51%.

TASMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

TASMX performance comparison shows side-by-side returns with another fund. TASMX alternatives are available in the Mutual Fund Screener.