TCSOX Mutual Fund

NAV$11.10

Returns Overview

1 Month
-1.79%
3 Months
-3.01%
6 Months
-3.69%
YTD
-3.01%
1 Year
+3.00%
3 Years (annualized)
+4.69%
5 Years (annualized)
+12.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCSOX 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
PROUpgrade to run

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
MSCI All Country World Index
This Mutual Fund (YTD)
-3.01%
Peer Avg (YTD)
+0.21%
vs Peers
-3.22%

TCSOX Mutual Fund Performance

TCSOX performance across multiple time periods: 1-month -1.79%, YTD -3.01%, 1-year 3.00%, 3-year 4.69%, 5-year 12.94%.

TCSOX returns trail the peer average of 0.21% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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