TCRTX Mutual Fund

TCRTX Mutual Fund

NAV$7.31
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Returns Overview

1 Month
-1.20%
3 Months
-3.78%
6 Months
-0.54%
YTD
-1.20%
1 Year
+7.57%
3 Years (annualized)
+4.52%
5 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCRTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Index
This Mutual Fund (YTD)
-1.20%
Peer Avg (YTD)
+2.69%
vs Peers
-3.89%

TCRTX Mutual Fund Performance

TCRTX performance across multiple time periods: 1-month -1.20%, YTD -1.20%, 1-year 7.57%, 3-year 4.52%, 5-year 8.16%.

TCRTX 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.

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