TCSHX Mutual Fund

TCSHX Mutual Fund

NAV$16.51
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Returns Overview

1 Month
-2.42%
3 Months
-0.45%
6 Months
+5.22%
YTD
+3.04%
1 Year
+5.92%
3 Years (annualized)
+12.56%
5 Years (annualized)
+6.65%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCSHX 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
Transamerica Multi-Asset Income Blended Benchmark
This Mutual Fund (YTD)
+3.04%
Peer Avg (YTD)
+6.10%
vs Peers
-3.06%

TCSHX Mutual Fund Performance

TCSHX performance across multiple time periods: 1-month -2.42%, YTD 3.04%, 1-year 5.92%, 3-year 12.56%, 5-year 6.65%, 10-year 9.02%.

TCSHX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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