TCMSX Mutual Fund

TCMSX Mutual Fund

NAV$49.90
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Returns Overview

1 Month
-5.28%
3 Months
-13.26%
6 Months
+13.53%
YTD
+7.69%
1 Year
+15.06%
3 Years (annualized)
+16.16%
5 Years (annualized)
+6.64%
10 Years (annualized)
+13.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCMSX 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)
+7.69%
Peer Avg (YTD)
+10.34%
vs Peers
-2.65%

TCMSX Mutual Fund Performance

TCMSX performance across multiple time periods: 1-month -5.28%, YTD 7.69%, 1-year 15.06%, 3-year 16.16%, 5-year 6.64%, 10-year 13.47%.

TCMSX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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