TCPWX Mutual Fund

TCPWX Mutual Fund

NAV$13.15
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Returns Overview

1 Month
-8.41%
3 Months
-2.21%
6 Months
-0.80%
YTD
-8.48%
1 Year
-9.55%
3 Years (annualized)
+17.76%
5 Years (annualized)
-3.66%
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)
-8.48%
Peer Avg (YTD)
+11.56%
vs Peers
-20.04%

TCPWX Mutual Fund Performance

TCPWX performance across multiple time periods: 1-month -8.41%, YTD -8.48%, 1-year -9.55%, 3-year 17.76%, 5-year -3.66%, 10-year 13.34%.

TCPWX returns trail the peer average of 11.56% 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.