TLCYX Mutual Fund

NAV$22.89

Returns Overview

1 Month
+1.46%
3 Months
+4.38%
6 Months
+8.69%
YTD
+11.77%
1 Year
+20.54%
3 Years (annualized)
+13.98%
5 Years (annualized)
+8.86%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLCYX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.77%
Peer Avg (YTD)
+9.51%
vs Peers
+2.26%

TLCYX Mutual Fund Performance

TLCYX performance across multiple time periods: 1-month 1.46%, YTD 11.77%, 1-year 20.54%, 3-year 13.98%, 5-year 8.86%, 10-year 11.19%.

TLCYX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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