TCPTX Mutual Fund

NAV$6.85

Returns Overview

1 Month
-1.14%
3 Months
-2.81%
6 Months
+0.73%
YTD
-1.14%
1 Year
+9.15%
3 Years (annualized)
+5.32%
5 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCPTX 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

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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
MSCI All Country World Index
This Mutual Fund (YTD)
-1.14%
Peer Avg (YTD)
+2.69%
vs Peers
-3.83%

TCPTX Mutual Fund Performance

TCPTX performance across multiple time periods: 1-month -1.14%, YTD -1.14%, 1-year 9.15%, 3-year 5.32%, 5-year 9.31%.

TCPTX returns trail the peer average of 2.69% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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