TCLIX Mutual Fund

TCLIX Mutual Fund

NAV$13.68
See how much of TCLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.80%
3 Months
+0.58%
6 Months
+2.45%
YTD
+4.55%
1 Year
+8.45%
3 Years (annualized)
+9.48%
5 Years (annualized)
+3.93%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCLIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.55%
Peer Avg (YTD)
+8.76%
vs Peers
-4.21%

TCLIX Mutual Fund Performance

TCLIX performance across multiple time periods: 1-month 0.80%, YTD 4.55%, 1-year 8.45%, 3-year 9.48%, 5-year 3.93%, 10-year 6.23%.

TCLIX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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