TCWPX Mutual Fund

TCWPX Mutual Fund

NAV$10.45
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Returns Overview

1 Month
-0.48%
3 Months
+1.38%
6 Months
+3.00%
YTD
+4.14%
1 Year
+10.32%
3 Years (annualized)
+9.35%
5 Years (annualized)
+4.42%
10 Years (annualized)
+6.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCWPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle 2020 Fund Composite Index(^TIAA20C)
This Mutual Fund (YTD)
+4.14%
Peer Avg (YTD)
+6.99%
vs Peers
-2.85%

TCWPX Mutual Fund Performance

TCWPX performance across multiple time periods: 1-month -0.48%, YTD 4.14%, 1-year 10.32%, 3-year 9.35%, 5-year 4.42%, 10-year 6.80%.

TCWPX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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