TMAIX Mutual Fund

NAV$17.49

Returns Overview

1 Month
-0.03%
3 Months
+8.81%
6 Months
+6.64%
YTD
+6.39%
1 Year
+15.06%
3 Years (annualized)
+12.88%
5 Years (annualized)
+6.60%
10 Years (annualized)
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMAIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+6.73%
vs Peers
-0.34%

TMAIX Mutual Fund Performance

TMAIX performance across multiple time periods: 1-month -0.03%, YTD 6.39%, 1-year 15.06%, 3-year 12.88%, 5-year 6.60%, 10-year 8.09%.

TMAIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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