TABEX Mutual Fund

TABEX Mutual Fund

NAV$8.43
See how much of TABEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.36%
3 Months
-1.05%
6 Months
-1.31%
YTD
-1.08%
1 Year
+1.62%
3 Years (annualized)
+2.75%
5 Years (annualized)
-1.44%
10 Years (annualized)
+0.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TABEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.08%
Peer Avg (YTD)
+0.12%
vs Peers
-1.20%

TABEX Mutual Fund Performance

TABEX performance across multiple time periods: 1-month -1.36%, YTD -1.08%, 1-year 1.62%, 3-year 2.75%, 5-year -1.44%, 10-year 0.48%.

TABEX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

TABEX vs another fund shows side-by-side returns. TABEX alternatives are available in the Mutual Fund Screener.