TCAAX Mutual Fund

TCAAX Mutual Fund

NAV$13.95
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Returns Overview

1 Month
-2.10%
3 Months
-1.48%
6 Months
+4.70%
YTD
+3.30%
1 Year
+5.59%
3 Years (annualized)
+10.19%
5 Years (annualized)
+4.01%
10 Years (annualized)
+5.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCAAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.30%
Peer Avg (YTD)
+2.46%
vs Peers
+0.84%

TCAAX Mutual Fund Performance

TCAAX performance across multiple time periods: 1-month -2.10%, YTD 3.30%, 1-year 5.59%, 3-year 10.19%, 5-year 4.01%, 10-year 5.18%.

TCAAX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

TCAAX vs another fund shows side-by-side returns. TCAAX alternatives are available in the Mutual Fund Screener.