TLCDX Mutual Fund

TLCDX Mutual Fund

NAV$8.73
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Returns Overview

1 Month
-2.29%
3 Months
-0.60%
6 Months
-2.82%
YTD
-3.13%
1 Year
-4.38%
3 Years (annualized)
+5.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLCDX 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
Bloomberg Barclays US Long Credit Index(^BBULCRI)
This Mutual Fund (YTD)
-3.13%
Peer Avg (YTD)
+0.41%
vs Peers
-3.54%

TLCDX Mutual Fund Performance

TLCDX performance across multiple time periods: 1-month -2.29%, YTD -3.13%, 1-year -4.38%, 3-year 5.31%.

TLCDX returns trail the peer average of 0.41% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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