TCMVX Mutual Fund

TCMVX Mutual Fund

NAV$20.32
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Returns Overview

1 Month
-0.83%
3 Months
+4.54%
6 Months
+14.59%
YTD
+19.25%
1 Year
+27.76%
3 Years (annualized)
+15.88%
5 Years (annualized)
+10.01%
10 Years (annualized)
+8.28%

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
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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 Value(^RMCCV)
This Mutual Fund (YTD)
+19.25%
Peer Avg (YTD)
+9.54%
vs Peers
+9.71%

TCMVX Mutual Fund Performance

TCMVX performance across multiple time periods: 1-month -0.83%, YTD 19.25%, 1-year 27.76%, 3-year 15.88%, 5-year 10.01%, 10-year 8.28%.

TCMVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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