TCFEX Mutual Fund

TCFEX Mutual Fund

NAV$10.43
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Returns Overview

1 Month
+2.89%
3 Months
-2.02%
6 Months
-2.28%
YTD
-1.01%
1 Year
-0.87%
3 Years (annualized)
+4.84%
5 Years (annualized)
+0.60%
10 Years (annualized)
+2.01%

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
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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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.01%
Peer Avg (YTD)
-0.12%
vs Peers
-0.89%

TCFEX Mutual Fund Performance

TCFEX performance across multiple time periods: 1-month 2.89%, YTD -1.01%, 1-year -0.87%, 3-year 4.84%, 5-year 0.60%, 10-year 2.01%.

TCFEX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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