TCLIX Mutual Fund

TCLIX Mutual Fund

NAV$13.65
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Returns Overview

1 Month
-1.60%
3 Months
-1.24%
6 Months
+4.22%
YTD
+2.88%
1 Year
+5.05%
3 Years (annualized)
+9.48%
5 Years (annualized)
+3.93%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCLIX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.88%
Peer Avg (YTD)
+7.09%
vs Peers
-4.21%

TCLIX Mutual Fund Performance

TCLIX performance across multiple time periods: 1-month -1.60%, YTD 2.88%, 1-year 5.05%, 3-year 9.48%, 5-year 3.93%, 10-year 6.23%.

TCLIX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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