TBARX Mutual Fund

TBARX Mutual Fund

NAV$30.80
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Returns Overview

1 Month
-0.78%
3 Months
+0.11%
6 Months
+2.59%
YTD
+4.25%
1 Year
+8.91%
3 Years (annualized)
+15.65%
5 Years (annualized)
+7.04%
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)
+4.25%
Peer Avg (YTD)
+5.30%
vs Peers
-1.05%

TBARX Mutual Fund Performance

TBARX performance across multiple time periods: 1-month -0.78%, YTD 4.25%, 1-year 8.91%, 3-year 15.65%, 5-year 7.04%, 10-year 9.87%.

TBARX returns trail the peer average of 5.30% 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.