TCVCX Mutual Fund

TCVCX Mutual Fund

NAV$9.91
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Returns Overview

1 Month
+1.38%
3 Months
+2.60%
6 Months
+1.99%
YTD
+6.99%
1 Year
+9.29%
3 Years (annualized)
+8.39%
5 Years (annualized)
+4.37%
10 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCVCX 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
Dow Jones Moderate Portfolio Index(^DOWJMPI)
This Mutual Fund (YTD)
+6.99%
Peer Avg (YTD)
+6.28%
vs Peers
+0.71%

TCVCX Mutual Fund Performance

TCVCX performance across multiple time periods: 1-month 1.38%, YTD 6.99%, 1-year 9.29%, 3-year 8.39%, 5-year 4.37%, 10-year 5.46%.

TCVCX returns outperform the peer average of 6.28% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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