TCLOX Mutual Fund

TCLOX Mutual Fund

NAV$20.86
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Returns Overview

1 Month
-0.53%
3 Months
+2.46%
6 Months
+4.95%
YTD
+6.51%
1 Year
+15.58%
3 Years (annualized)
+13.20%
5 Years (annualized)
+7.21%
10 Years (annualized)
+10.00%

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
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 2040 Fund Composite Index(^TIAA40C)
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+6.99%
vs Peers
-0.49%

TCLOX Mutual Fund Performance

TCLOX performance across multiple time periods: 1-month -0.53%, YTD 6.51%, 1-year 15.58%, 3-year 13.20%, 5-year 7.21%, 10-year 10.00%.

TCLOX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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