TCLCX Mutual Fund

NAV$26.90

Returns Overview

1 Month
+3.11%
3 Months
+11.98%
6 Months
+13.60%
YTD
+12.48%
1 Year
+24.04%
3 Years (annualized)
+17.76%
5 Years (annualized)
+11.70%
10 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCLCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.48%
Peer Avg (YTD)
+9.49%
vs Peers
+2.99%

TCLCX Mutual Fund Performance

TCLCX performance across multiple time periods: 1-month 3.11%, YTD 12.48%, 1-year 24.04%, 3-year 17.76%, 5-year 11.70%, 10-year 11.36%.

TCLCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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