TCPAX Mutual Fund

NAV$8.96
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Returns Overview

1 Month
+0.52%
3 Months
+0.69%
6 Months
+0.83%
YTD
+1.05%
1 Year
+3.72%
3 Years (annualized)
+4.20%
5 Years (annualized)
-0.21%
10 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCPAX 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

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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.05%
Peer Avg (YTD)
+3.23%
vs Peers
-2.18%

TCPAX Mutual Fund Performance

TCPAX performance across multiple time periods: 1-month 0.52%, YTD 1.05%, 1-year 3.72%, 3-year 4.20%, 5-year -0.21%, 10-year 1.28%.

TCPAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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