TCLCX Mutual Fund

TCLCX Mutual Fund

NAV$26.26
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Returns Overview

1 Month
-3.03%
3 Months
+1.59%
6 Months
+13.76%
YTD
+14.27%
1 Year
+20.01%
3 Years (annualized)
+19.09%
5 Years (annualized)
+11.95%
10 Years (annualized)
+11.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCLCX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.27%
Peer Avg (YTD)
+10.00%
vs Peers
+4.27%

TCLCX Mutual Fund Performance

TCLCX performance across multiple time periods: 1-month -3.03%, YTD 14.27%, 1-year 20.01%, 3-year 19.09%, 5-year 11.95%, 10-year 11.24%.

TCLCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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