TLCHX Mutual Fund

TLCHX Mutual Fund

NAV$23.93
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Returns Overview

1 Month
-1.82%
3 Months
-0.27%
6 Months
+17.21%
YTD
+12.76%
1 Year
+15.46%
3 Years (annualized)
+19.32%
5 Years (annualized)
+10.80%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLCHX 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)
+12.76%
Peer Avg (YTD)
+8.67%
vs Peers
+4.09%

TLCHX Mutual Fund Performance

TLCHX performance across multiple time periods: 1-month -1.82%, YTD 12.76%, 1-year 15.46%, 3-year 19.32%, 5-year 10.80%, 10-year 14.03%.

TLCHX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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