TCLHX Mutual Fund

TCLHX Mutual Fund

NAV$10.89

Returns Overview

1 Month
+0.28%
3 Months
+5.36%
6 Months
+4.34%
YTD
+4.14%
1 Year
+10.10%
3 Years (annualized)
+9.37%
5 Years (annualized)
+4.31%
10 Years (annualized)
+6.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCLHX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle 2010 Fund Composite Index(^TIAA10C)
This Mutual Fund (YTD)
+4.14%
Peer Avg (YTD)
+7.64%
vs Peers
-3.50%

TCLHX Mutual Fund Performance

TCLHX performance across multiple time periods: 1-month 0.28%, YTD 4.14%, 1-year 10.10%, 3-year 9.37%, 5-year 4.31%, 10-year 6.38%.

TCLHX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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