TCAIX Mutual Fund

NAV$14.06

Returns Overview

1 Month
-0.21%
3 Months
+1.01%
6 Months
+2.03%
YTD
+3.23%
1 Year
+11.84%
3 Years (annualized)
+10.30%
5 Years (annualized)
+4.55%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCAIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.23%
Peer Avg (YTD)
+4.14%
vs Peers
-0.91%

TCAIX Mutual Fund Performance

TCAIX performance across multiple time periods: 1-month -0.21%, YTD 3.23%, 1-year 11.84%, 3-year 10.30%, 5-year 4.55%, 10-year 5.74%.

TCAIX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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