TCPNX Mutual Fund

TCPNX Mutual Fund

NAV$8.65
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Returns Overview

1 Month
+0.35%
3 Months
-0.65%
6 Months
-2.12%
YTD
+0.13%
1 Year
+2.06%
3 Years (annualized)
+4.34%
5 Years (annualized)
-0.27%
10 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCPNX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.13%
Peer Avg (YTD)
+2.15%
vs Peers
-2.03%

TCPNX Mutual Fund Performance

TCPNX performance across multiple time periods: 1-month 0.35%, YTD 0.13%, 1-year 2.06%, 3-year 4.34%, 5-year -0.27%, 10-year 1.47%.

TCPNX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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