TCMVX Mutual Fund

TCMVX Mutual Fund

NAV$19.32
See how much of TCMVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.51%
3 Months
-7.73%
6 Months
+5.43%
YTD
+9.59%
1 Year
+12.83%
3 Years (annualized)
+16.10%
5 Years (annualized)
+9.21%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCMVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+9.59%
Peer Avg (YTD)
+6.72%
vs Peers
+2.87%

TCMVX Mutual Fund Performance

TCMVX performance across multiple time periods: 1-month -5.51%, YTD 9.59%, 1-year 12.83%, 3-year 16.10%, 5-year 9.21%, 10-year 8.90%.

TCMVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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