TCZPX Mutual Fund

TCZPX Mutual Fund

NAV$12.95
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Returns Overview

1 Month
+0.39%
3 Months
+10.30%
6 Months
+7.78%
YTD
+7.15%
1 Year
+17.02%
3 Years (annualized)
+15.24%
5 Years (annualized)
+7.54%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCZPX 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 2040 Fund Composite Index(^TIAA40C)
This Mutual Fund (YTD)
+7.15%
Peer Avg (YTD)
+7.64%
vs Peers
-0.49%

TCZPX Mutual Fund Performance

TCZPX performance across multiple time periods: 1-month 0.39%, YTD 7.15%, 1-year 17.02%, 3-year 15.24%, 5-year 7.54%, 10-year 10.98%.

TCZPX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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