TCWHX Mutual Fund

NAV$10.47
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Returns Overview

1 Month
+0.29%
3 Months
+6.14%
6 Months
+4.96%
YTD
+4.54%
1 Year
+11.32%
3 Years (annualized)
+10.16%
5 Years (annualized)
+4.72%
10 Years (annualized)
+7.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCWHX 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
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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
Lifecycle 2020 Fund Composite Index(^TIAA20C)
This Mutual Fund (YTD)
+4.54%
Peer Avg (YTD)
+7.64%
vs Peers
-3.10%

TCWHX Mutual Fund Performance

TCWHX performance across multiple time periods: 1-month 0.29%, YTD 4.54%, 1-year 11.32%, 3-year 10.16%, 5-year 4.72%, 10-year 7.24%.

TCWHX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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