TMMAX Mutual Fund

NAV$16.25

Returns Overview

1 Month
-0.64%
3 Months
+3.05%
6 Months
+4.07%
YTD
+4.28%
1 Year
+8.38%
3 Years (annualized)
+7.10%
5 Years (annualized)
+6.66%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMMAX 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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.28%
Peer Avg (YTD)
+9.49%
vs Peers
-5.21%

TMMAX Mutual Fund Performance

TMMAX performance across multiple time periods: 1-month -0.64%, YTD 4.28%, 1-year 8.38%, 3-year 7.10%, 5-year 6.66%, 10-year 8.29%.

TMMAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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