TCWHX Mutual Fund

TCWHX Mutual Fund

NAV$10.32
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Returns Overview

1 Month
-1.54%
3 Months
-1.16%
6 Months
+4.91%
YTD
+3.33%
1 Year
+5.78%
3 Years (annualized)
+10.27%
5 Years (annualized)
+4.42%
10 Years (annualized)
+6.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCWHX 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
Lifecycle 2020 Fund Composite Index(^TIAA20C)
This Mutual Fund (YTD)
+3.33%
Peer Avg (YTD)
+7.09%
vs Peers
-3.76%

TCWHX Mutual Fund Performance

TCWHX performance across multiple time periods: 1-month -1.54%, YTD 3.33%, 1-year 5.78%, 3-year 10.27%, 5-year 4.42%, 10-year 6.94%.

TCWHX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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