TCLEX Mutual Fund

TCLEX Mutual Fund

NAV$13.90
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Returns Overview

1 Month
+0.72%
3 Months
+0.50%
6 Months
+2.25%
YTD
+4.30%
1 Year
+8.03%
3 Years (annualized)
+9.21%
5 Years (annualized)
+3.84%
10 Years (annualized)
+5.93%

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
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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
Lifecycle 2010 Fund Composite Index(^TIAA10C)
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+8.76%
vs Peers
-4.46%

TCLEX Mutual Fund Performance

TCLEX performance across multiple time periods: 1-month 0.72%, YTD 4.30%, 1-year 8.03%, 3-year 9.21%, 5-year 3.84%, 10-year 5.93%.

TCLEX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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