TBARX Mutual Fund

TBARX Mutual Fund

NAV$31.39
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Returns Overview

1 Month
+1.72%
3 Months
+2.48%
6 Months
+3.13%
YTD
+4.13%
1 Year
+10.17%
3 Years (annualized)
+11.58%
5 Years (annualized)
+6.71%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBARX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.13%
Peer Avg (YTD)
+5.54%
vs Peers
-1.41%

TBARX Mutual Fund Performance

TBARX performance across multiple time periods: 1-month 1.72%, YTD 4.13%, 1-year 10.17%, 3-year 11.58%, 5-year 6.71%, 10-year 9.87%.

TBARX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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