TCMVX Mutual Fund

TCMVX Mutual Fund

NAV$19.97
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Returns Overview

1 Month
+5.41%
3 Months
-1.93%
6 Months
+2.53%
YTD
+15.52%
1 Year
+19.53%
3 Years (annualized)
+19.45%
5 Years (annualized)
+8.84%
10 Years (annualized)
+9.08%

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
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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)
+15.52%
Peer Avg (YTD)
+8.01%
vs Peers
+7.52%

TCMVX Mutual Fund Performance

TCMVX performance across multiple time periods: 1-month 5.41%, YTD 15.52%, 1-year 19.53%, 3-year 19.45%, 5-year 8.84%, 10-year 9.08%.

TCMVX returns outperform the peer average of 8.01% 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.