TCFEX Mutual Fund

TCFEX Mutual Fund

NAV$10.08
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Returns Overview

1 Month
-4.52%
3 Months
-6.65%
6 Months
-3.84%
YTD
-3.79%
1 Year
-2.36%
3 Years (annualized)
+3.61%
5 Years (annualized)
+0.62%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCFEX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.79%
Peer Avg (YTD)
-3.88%
vs Peers
+0.08%

TCFEX Mutual Fund Performance

TCFEX performance across multiple time periods: 1-month -4.52%, YTD -3.79%, 1-year -2.36%, 3-year 3.61%, 5-year 0.62%, 10-year 2.01%.

TCFEX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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