TCAIX Mutual Fund

TCAIX Mutual Fund

NAV$14.00
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Returns Overview

1 Month
+1.21%
3 Months
+0.88%
6 Months
+3.27%
YTD
+5.70%
1 Year
+10.18%
3 Years (annualized)
+10.47%
5 Years (annualized)
+4.26%
10 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCAIX 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
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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)
+5.70%
Peer Avg (YTD)
+3.78%
vs Peers
+1.92%

TCAIX Mutual Fund Performance

TCAIX performance across multiple time periods: 1-month 1.21%, YTD 5.70%, 1-year 10.18%, 3-year 10.47%, 5-year 4.26%, 10-year 5.54%.

TCAIX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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