TCLOX Mutual Fund

NAV$21.28
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Returns Overview

1 Month
+0.38%
3 Months
+10.29%
6 Months
+7.73%
YTD
+7.07%
1 Year
+16.93%
3 Years (annualized)
+15.16%
5 Years (annualized)
+7.44%
10 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCLOX 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
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📉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

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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 2040 Fund Composite Index(^TIAA40C)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+7.64%
vs Peers
-0.57%

TCLOX Mutual Fund Performance

TCLOX performance across multiple time periods: 1-month 0.38%, YTD 7.07%, 1-year 16.93%, 3-year 15.16%, 5-year 7.44%, 10-year 10.48%.

TCLOX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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