TCSEX Mutual Fund

TCSEX Mutual Fund

NAV$21.93
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Returns Overview

1 Month
+1.84%
3 Months
+2.36%
6 Months
+14.95%
YTD
+20.52%
1 Year
+28.98%
3 Years (annualized)
+20.09%
5 Years (annualized)
+10.47%
10 Years (annualized)
+12.17%

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)
+20.52%
Peer Avg (YTD)
+15.20%
vs Peers
+5.33%

TCSEX Mutual Fund Performance

TCSEX performance across multiple time periods: 1-month 1.84%, YTD 20.52%, 1-year 28.98%, 3-year 20.09%, 5-year 10.47%, 10-year 12.17%.

TCSEX returns outperform the peer average of 15.20% 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.