TLCIX Mutual Fund

TLCIX Mutual Fund

NAV$22.97
See how much of TLCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.13%
3 Months
-2.02%
6 Months
+7.69%
YTD
+8.59%
1 Year
+9.22%
3 Years (annualized)
+12.73%
5 Years (annualized)
+7.73%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLCIX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.59%
Peer Avg (YTD)
+9.98%
vs Peers
-1.40%

TLCIX Mutual Fund Performance

TLCIX performance across multiple time periods: 1-month -3.13%, YTD 8.59%, 1-year 9.22%, 3-year 12.73%, 5-year 7.73%, 10-year 10.76%.

TLCIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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