TLCHX Mutual Fund

NAV$24.68

Returns Overview

1 Month
+1.43%
3 Months
+17.53%
6 Months
+13.49%
YTD
+13.07%
1 Year
+21.74%
3 Years (annualized)
+19.32%
5 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLCHX 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

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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.07%
Peer Avg (YTD)
+8.97%
vs Peers
+4.10%

TLCHX Mutual Fund Performance

TLCHX performance across multiple time periods: 1-month 1.43%, YTD 13.07%, 1-year 21.74%, 3-year 19.32%, 5-year 11.36%.

TLCHX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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