TMPIX Mutual Fund

NAV$57.81

Returns Overview

1 Month
+5.33%
3 Months
+9.48%
6 Months
+3.88%
YTD
+2.91%
1 Year
+10.21%
3 Years (annualized)
+9.65%
5 Years (annualized)
+6.58%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMPIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+2.91%
Peer Avg (YTD)
+10.82%
vs Peers
-7.91%

TMPIX Mutual Fund Performance

TMPIX performance across multiple time periods: 1-month 5.33%, YTD 2.91%, 1-year 10.21%, 3-year 9.65%, 5-year 6.58%, 10-year 11.25%.

TMPIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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