TCMGX Mutual Fund

TCMGX Mutual Fund

NAV$19.71
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Returns Overview

1 Month
+1.28%
3 Months
+11.14%
6 Months
+4.28%
YTD
+3.57%
1 Year
-7.62%
3 Years (annualized)
+4.41%
5 Years (annualized)
-2.61%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCMGX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.57%
Peer Avg (YTD)
+10.82%
vs Peers
-7.25%

TCMGX Mutual Fund Performance

TCMGX performance across multiple time periods: 1-month 1.28%, YTD 3.57%, 1-year -7.62%, 3-year 4.41%, 5-year -2.61%, 10-year 10.44%.

TCMGX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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