TCPWX Mutual Fund

TCPWX Mutual Fund

NAV$13.47
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Returns Overview

1 Month
-4.86%
3 Months
+4.03%
6 Months
+1.73%
YTD
-4.79%
1 Year
-15.23%
3 Years (annualized)
+29.90%
5 Years (annualized)
-3.52%
10 Years (annualized)
+13.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCPWX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-4.79%
Peer Avg (YTD)
+11.26%
vs Peers
-16.05%

TCPWX Mutual Fund Performance

TCPWX performance across multiple time periods: 1-month -4.86%, YTD -4.79%, 1-year -15.23%, 3-year 29.90%, 5-year -3.52%, 10-year 13.34%.

TCPWX returns trail the peer average of 11.26% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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