TLCIX Mutual Fund

TLCIX Mutual Fund

NAV$23.07
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Returns Overview

1 Month
+5.26%
3 Months
+2.85%
6 Months
+4.60%
YTD
+14.29%
1 Year
+18.41%
3 Years (annualized)
+16.65%
5 Years (annualized)
+8.04%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLCIX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+14.29%
Peer Avg (YTD)
+9.28%
vs Peers
+5.02%

TLCIX Mutual Fund Performance

TLCIX performance across multiple time periods: 1-month 5.26%, YTD 14.29%, 1-year 18.41%, 3-year 16.65%, 5-year 8.04%, 10-year 11.45%.

TLCIX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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