TCVCX Mutual Fund

TCVCX Mutual Fund

NAV$10.25
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Returns Overview

1 Month
+0.80%
3 Months
+1.51%
6 Months
+3.37%
YTD
+5.53%
1 Year
+10.25%
3 Years (annualized)
+7.23%
5 Years (annualized)
+2.30%
10 Years (annualized)
+3.34%

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)
+5.53%
Peer Avg (YTD)
+5.54%
vs Peers
-0.01%

TCVCX Mutual Fund Performance

TCVCX performance across multiple time periods: 1-month 0.80%, YTD 5.53%, 1-year 10.25%, 3-year 7.23%, 5-year 2.30%, 10-year 3.34%.

TCVCX returns trail the peer average of 5.54% 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.