TCLEX Mutual Fund

NAV$14.14

Returns Overview

1 Month
+0.21%
3 Months
+5.25%
6 Months
+4.23%
YTD
+4.00%
1 Year
+9.88%
3 Years (annualized)
+9.39%
5 Years (annualized)
+4.13%
10 Years (annualized)
+6.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCLEX 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
Lifecycle 2010 Fund Composite Index(^TIAA10C)
This Mutual Fund (YTD)
+4.00%
Peer Avg (YTD)
+7.64%
vs Peers
-3.64%

TCLEX Mutual Fund Performance

TCLEX performance across multiple time periods: 1-month 0.21%, YTD 4.00%, 1-year 9.88%, 3-year 9.39%, 5-year 4.13%, 10-year 6.18%.

TCLEX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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