TCAIX Mutual Fund

TCAIX Mutual Fund

NAV$13.95
See how much of TCAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.87%
3 Months
-0.06%
6 Months
+1.62%
YTD
+4.37%
1 Year
+5.46%
3 Years (annualized)
+11.97%
5 Years (annualized)
+3.97%
10 Years (annualized)
+5.37%

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
PROUpgrade to run

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)
+4.37%
Peer Avg (YTD)
+2.95%
vs Peers
+1.42%

TCAIX Mutual Fund Performance

TCAIX performance across multiple time periods: 1-month 0.87%, YTD 4.37%, 1-year 5.46%, 3-year 11.97%, 5-year 3.97%, 10-year 5.37%.

TCAIX returns outperform the peer average of 2.95% 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.