TCMSX Mutual Fund

NAV$54.41

Returns Overview

1 Month
+7.21%
3 Months
+30.88%
6 Months
+26.51%
YTD
+24.16%
1 Year
+51.13%
3 Years (annualized)
+22.54%
5 Years (annualized)
+10.43%
10 Years (annualized)
+15.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCMSX 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

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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+24.16%
Peer Avg (YTD)
+18.52%
vs Peers
+5.64%

TCMSX Mutual Fund Performance

TCMSX performance across multiple time periods: 1-month 7.21%, YTD 24.16%, 1-year 51.13%, 3-year 22.54%, 5-year 10.43%, 10-year 15.72%.

TCMSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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