TMCLX Mutual Fund

NAV$11.01

Returns Overview

1 Month
+2.63%
3 Months
+0.20%
6 Months
+21.68%
YTD
+20.44%
1 Year
+21.13%
3 Years (annualized)
+21.56%
5 Years (annualized)
+14.21%
10 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TMCLX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.44%
Peer Avg (YTD)
+14.02%
vs Peers
+6.42%

TMCLX Mutual Fund Performance

TMCLX performance across multiple time periods: 1-month 2.63%, YTD 20.44%, 1-year 21.13%, 3-year 21.56%, 5-year 14.21%, 10-year 7.99%.

TMCLX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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