TCMVX Mutual Fund

NAV$20.65

Returns Overview

1 Month
+4.08%
3 Months
+14.26%
6 Months
+20.25%
YTD
+18.78%
1 Year
+19.89%
3 Years (annualized)
+14.64%
5 Years (annualized)
+8.64%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCMVX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+18.78%
Peer Avg (YTD)
+10.82%
vs Peers
+7.96%

TCMVX Mutual Fund Performance

TCMVX performance across multiple time periods: 1-month 4.08%, YTD 18.78%, 1-year 19.89%, 3-year 14.64%, 5-year 8.64%, 10-year 8.71%.

TCMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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