TCTZX Mutual Fund

TCTZX Mutual Fund

NAV$8.43
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Returns Overview

1 Month
+2.42%
3 Months
+1.44%
6 Months
+1.76%
YTD
+4.05%
1 Year
+8.90%
3 Years (annualized)
+5.94%
5 Years (annualized)
+4.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCTZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+4.05%
Peer Avg (YTD)
+3.58%
vs Peers
+0.47%

TCTZX Mutual Fund Performance

TCTZX performance across multiple time periods: 1-month 2.42%, YTD 4.05%, 1-year 8.90%, 3-year 5.94%, 5-year 4.57%.

TCTZX returns outperform the peer average of 3.58% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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