TCFEX Mutual Fund

NAV$10.70

Returns Overview

1 Month
+0.83%
3 Months
+2.70%
6 Months
+2.75%
YTD
+2.75%
1 Year
+7.53%
3 Years (annualized)
+3.97%
5 Years (annualized)
+1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCFEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.75%
Peer Avg (YTD)
+1.98%
vs Peers
+0.78%

TCFEX Mutual Fund Performance

TCFEX performance across multiple time periods: 1-month 0.83%, YTD 2.75%, 1-year 7.53%, 3-year 3.97%, 5-year 1.12%.

TCFEX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

TCFEX performance comparison shows side-by-side returns with another fund. TCFEX alternatives are available in the Mutual Fund Screener.