TCSHX Mutual Fund

NAV$16.82
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Returns Overview

1 Month
-0.62%
3 Months
+5.70%
6 Months
+3.83%
YTD
+3.51%
1 Year
+12.38%
3 Years (annualized)
+12.17%
5 Years (annualized)
+6.75%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCSHX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Transamerica Multi-Asset Income Blended Benchmark
This Mutual Fund (YTD)
+3.51%
Peer Avg (YTD)
+6.73%
vs Peers
-3.21%

TCSHX Mutual Fund Performance

TCSHX performance across multiple time periods: 1-month -0.62%, YTD 3.51%, 1-year 12.38%, 3-year 12.17%, 5-year 6.75%, 10-year 9.19%.

TCSHX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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