TLCIX Mutual Fund

TLCIX Mutual Fund

NAV$23.11
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Returns Overview

1 Month
+0.26%
3 Months
+1.70%
6 Months
+7.20%
YTD
+11.12%
1 Year
+18.68%
3 Years (annualized)
+11.83%
5 Years (annualized)
+8.72%
10 Years (annualized)
+10.99%

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)
+11.12%
Peer Avg (YTD)
+9.41%
vs Peers
+1.71%

TLCIX Mutual Fund Performance

TLCIX performance across multiple time periods: 1-month 0.26%, YTD 11.12%, 1-year 18.68%, 3-year 11.83%, 5-year 8.72%, 10-year 10.99%.

TLCIX returns outperform the peer average of 9.41% 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.