TCPWX Mutual Fund

TCPWX Mutual Fund

NAV$13.34
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Returns Overview

1 Month
-2.94%
3 Months
+16.11%
6 Months
-1.02%
YTD
-0.07%
1 Year
+0.67%
3 Years (annualized)
+24.72%
5 Years (annualized)
-1.94%

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)
+16.06%
vs Peers
-16.14%

TCPWX Mutual Fund Performance

TCPWX performance across multiple time periods: 1-month -2.94%, YTD -0.07%, 1-year 0.67%, 3-year 24.72%, 5-year -1.94%.

TCPWX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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