TCMSX Mutual Fund

TCMSX Mutual Fund

NAV$50.40
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Returns Overview

1 Month
-1.18%
3 Months
-4.57%
6 Months
-2.37%
YTD
+6.43%
1 Year
+4.07%
3 Years (annualized)
+18.90%
5 Years (annualized)
+5.14%
10 Years (annualized)
+13.02%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.43%
Peer Avg (YTD)
+12.21%
vs Peers
-5.78%

TCMSX Mutual Fund Performance

TCMSX performance across multiple time periods: 1-month -1.18%, YTD 6.43%, 1-year 4.07%, 3-year 18.90%, 5-year 5.14%, 10-year 13.02%.

TCMSX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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