TCPWX Mutual Fund

TCPWX Mutual Fund

NAV$13.57
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Returns Overview

1 Month
+9.35%
3 Months
-2.79%
6 Months
+11.78%
YTD
+0.07%
1 Year
-3.83%
3 Years (annualized)
+25.23%
5 Years (annualized)
-2.36%
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)
+0.07%
Peer Avg (YTD)
+14.35%
vs Peers
-14.27%

TCPWX Mutual Fund Performance

TCPWX performance across multiple time periods: 1-month 9.35%, YTD 0.07%, 1-year -3.83%, 3-year 25.23%, 5-year -2.36%, 10-year 13.34%.

TCPWX returns trail the peer average of 14.35% 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.