TCAAX Mutual Fund

TCAAX Mutual Fund

NAV$13.87
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Returns Overview

1 Month
+1.14%
3 Months
+0.82%
6 Months
+3.08%
YTD
+5.52%
1 Year
+9.95%
3 Years (annualized)
+10.19%
5 Years (annualized)
+4.01%
10 Years (annualized)
+5.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCAAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.52%
Peer Avg (YTD)
+3.78%
vs Peers
+1.74%

TCAAX Mutual Fund Performance

TCAAX performance across multiple time periods: 1-month 1.14%, YTD 5.52%, 1-year 9.95%, 3-year 10.19%, 5-year 4.01%, 10-year 5.18%.

TCAAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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