TCWIX Mutual Fund

TCWIX Mutual Fund

NAV$10.49
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.39%
3 Months
+6.24%
6 Months
+5.06%
YTD
+4.74%
1 Year
+11.45%
3 Years (annualized)
+10.32%
5 Years (annualized)
+4.84%
10 Years (annualized)
+7.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCWIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle 2020 Fund Composite Index(^TIAA20C)
This Mutual Fund (YTD)
+4.74%
Peer Avg (YTD)
+7.64%
vs Peers
-2.90%

TCWIX Mutual Fund Performance

TCWIX performance across multiple time periods: 1-month 0.39%, YTD 4.74%, 1-year 11.45%, 3-year 10.32%, 5-year 4.84%, 10-year 7.61%.

TCWIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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