TCOIX Mutual Fund

TCOIX Mutual Fund

NAV$13.00

Returns Overview

1 Month
+0.39%
3 Months
+10.35%
6 Months
+7.84%
YTD
+7.21%
1 Year
+17.24%
3 Years (annualized)
+15.43%
5 Years (annualized)
+7.69%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCOIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle 2040 Fund Composite Index(^TIAA40C)
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+7.64%
vs Peers
-0.43%

TCOIX Mutual Fund Performance

TCOIX performance across multiple time periods: 1-month 0.39%, YTD 7.21%, 1-year 17.24%, 3-year 15.43%, 5-year 7.69%, 10-year 11.14%.

TCOIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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