TCVCX Mutual Fund

NAV$10.20

Returns Overview

1 Month
+0.40%
3 Months
+3.94%
6 Months
+5.14%
YTD
+4.70%
1 Year
+9.50%
3 Years (annualized)
+7.69%
5 Years (annualized)
+4.25%
10 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TCVCX 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
Dow Jones Moderate Portfolio Index(^DOWJMPI)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+5.87%
vs Peers
-1.17%

TCVCX Mutual Fund Performance

TCVCX performance across multiple time periods: 1-month 0.40%, YTD 4.70%, 1-year 9.50%, 3-year 7.69%, 5-year 4.25%, 10-year 5.34%.

TCVCX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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