TCHDX Mutual Fund

NAV$7.63

Returns Overview

1 Month
-0.88%
3 Months
-0.84%
6 Months
+2.28%
YTD
+1.98%
1 Year
+10.37%
3 Years (annualized)
+5.39%
5 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCHDX 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
MSCI All Country World Index
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+2.69%
vs Peers
-0.70%

TCHDX Mutual Fund Performance

TCHDX performance across multiple time periods: 1-month -0.88%, YTD 1.98%, 1-year 10.37%, 3-year 5.39%, 5-year 8.57%.

TCHDX returns trail the peer average of 2.69% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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