TCOTX Mutual Fund

TCOTX Mutual Fund

NAV$7.09
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Returns Overview

1 Month
-0.81%
3 Months
-0.65%
6 Months
+3.02%
YTD
+2.72%
1 Year
+12.11%
3 Years (annualized)
+6.73%
5 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCOTX 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
MSCI All Country World Index
This Mutual Fund (YTD)
+2.72%
Peer Avg (YTD)
+2.69%
vs Peers
+0.04%

TCOTX Mutual Fund Performance

TCOTX performance across multiple time periods: 1-month -0.81%, YTD 2.72%, 1-year 12.11%, 3-year 6.73%, 5-year 10.45%.

TCOTX returns outperform the peer average of 2.69% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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