TLCHX Mutual Fund

TLCHX Mutual Fund

NAV$24.45
See how much of TLCHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.16%
3 Months
+4.42%
6 Months
+10.41%
YTD
+11.76%
1 Year
+18.23%
3 Years (annualized)
+17.65%
5 Years (annualized)
+10.77%
10 Years (annualized)
+14.03%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.76%
Peer Avg (YTD)
+6.23%
vs Peers
+5.52%

TLCHX Mutual Fund Performance

TLCHX performance across multiple time periods: 1-month -1.16%, YTD 11.76%, 1-year 18.23%, 3-year 17.65%, 5-year 10.77%, 10-year 14.03%.

TLCHX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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