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TCM Small Cap Growth (TCMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.97+0.09 (+0.21%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.98%
5-year average return11.89%
Number of years up14
Number of years down5
Best 1-yr total return (30 May 2024)49.69%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return49.69%
Worst 3-yr total return2.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTCMSXCategory
YTD3.73%12.40%
1-month-5.78%3.37%
3-month5.19%4.88%
1-year18.58%55.69%
3-year0.11%19.34%
5-year9.12%20.72%
10-year10.70%13.98%
Last bull market32.52%27.85%
Last bear market-18.82%-24.06%

Annual total return (%) history

Year
TCMSXCategory
2024
N/AN/A
2023
20.35%N/A
2022
-23.60%N/A
2021
18.23%N/A
2020
27.92%38.62%
2019
33.25%27.68%
2018
-5.72%-5.76%
2017
24.70%21.50%
2016
16.00%11.20%
2015
-0.99%-2.41%
2014
6.60%2.44%
2013
49.69%40.91%
2012
12.62%13.15%
2011
-7.52%-3.55%
2010
21.69%26.98%
2009
26.88%35.46%
2008
-43.24%-41.55%
2007
16.48%7.59%
2006
18.78%10.81%
2005
20.33%6.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.09%N/AN/AN/A
20236.56%5.41%-4.24%11.89%
2022-9.77%-18.82%-1.39%5.78%
20218.09%5.19%0.00%3.98%
2020-26.02%28.32%7.63%25.21%
201919.02%6.33%-2.19%7.66%
20181.79%9.63%8.84%-22.37%
20177.47%4.25%7.21%3.82%
2016-3.52%4.45%6.36%8.22%
20157.36%3.38%-11.81%1.15%
20144.66%0.83%-5.98%7.44%
201314.05%4.87%12.80%10.95%
201214.80%-5.38%3.02%0.64%
20118.88%-1.82%-24.98%15.33%
20105.93%-11.00%11.10%16.18%
2009-5.38%14.20%12.24%4.61%
2008-16.08%10.47%-15.80%-27.29%
20073.87%7.82%4.61%-0.57%
200616.42%-3.57%-1.59%7.52%
2005-1.60%7.17%9.71%4.00%

Rank in category (by total return)

YTD17
1-month26
3-month18
1-year16
3-year12
5-year20

Load adjusted returns

1-year18.58%
3-year0.11%
5-year9.12%
10-year10.70%