TCSEX Mutual Fund

TCSEX Mutual Fund

NAV$21.56
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Returns Overview

1 Month
-0.28%
3 Months
-0.97%
6 Months
+4.01%
YTD
+17.20%
1 Year
+21.29%
3 Years (annualized)
+23.90%
5 Years (annualized)
+9.40%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCSEX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.20%
Peer Avg (YTD)
+12.21%
vs Peers
+4.99%

TCSEX Mutual Fund Performance

TCSEX performance across multiple time periods: 1-month -0.28%, YTD 17.20%, 1-year 21.29%, 3-year 23.90%, 5-year 9.40%, 10-year 12.11%.

TCSEX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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