TCPWX Mutual Fund

TCPWX Mutual Fund

NAV$13.75
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Returns Overview

3 Months
+0.15%
6 Months
+16.28%
YTD
+0.07%
1 Year
-10.01%
3 Years (annualized)
+25.23%
5 Years (annualized)
-2.36%
10 Years (annualized)
+13.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCPWX 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)
+0.07%
Peer Avg (YTD)
+16.41%
vs Peers
-16.33%

TCPWX Mutual Fund Performance

TCPWX performance across multiple time periods: YTD 0.07%, 1-year -10.01%, 3-year 25.23%, 5-year -2.36%, 10-year 13.34%.

TCPWX returns trail the peer average of 16.41% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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