TCJTX Mutual Fund

TCJTX Mutual Fund

NAV$8.32
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Returns Overview

1 Month
-0.83%
3 Months
-1.08%
6 Months
+1.04%
YTD
+1.20%
1 Year
+7.71%
3 Years (annualized)
+3.30%
5 Years (annualized)
+4.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCJTX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+2.69%
vs Peers
-1.48%

TCJTX Mutual Fund Performance

TCJTX performance across multiple time periods: 1-month -0.83%, YTD 1.20%, 1-year 7.71%, 3-year 3.30%, 5-year 4.65%.

TCJTX 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.

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