TCPNX Mutual Fund

TCPNX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
+0.55%
3 Months
+0.78%
6 Months
+1.11%
YTD
+1.34%
1 Year
+4.19%
3 Years (annualized)
+4.59%
5 Years (annualized)
+0.16%
10 Years (annualized)
+1.64%

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)
+1.34%
Peer Avg (YTD)
+3.23%
vs Peers
-1.89%

TCPNX Mutual Fund Performance

TCPNX performance across multiple time periods: 1-month 0.55%, YTD 1.34%, 1-year 4.19%, 3-year 4.59%, 5-year 0.16%, 10-year 1.64%.

TCPNX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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