TSUMX Mutual Fund

NAV$15.31

Returns Overview

1 Month
-0.13%
3 Months
-0.84%
6 Months
+1.12%
YTD
+5.08%
1 Year
+18.62%
3 Years (annualized)
+15.54%
5 Years (annualized)
+12.05%

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

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World Index
This Mutual Fund (YTD)
+5.08%
Peer Avg (YTD)
+6.73%
vs Peers
-1.65%

TSUMX Mutual Fund Performance

TSUMX performance across multiple time periods: 1-month -0.13%, YTD 5.08%, 1-year 18.62%, 3-year 15.54%, 5-year 12.05%.

TSUMX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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