TBCIX Mutual Fund

NAV$217.47

Returns Overview

1 Month
-4.85%
3 Months
+13.30%
6 Months
+0.61%
YTD
+1.08%
1 Year
+10.93%
3 Years (annualized)
+20.21%
5 Years (annualized)
+8.71%
10 Years (annualized)
+16.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBCIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+1.08%
Peer Avg (YTD)
+8.97%
vs Peers
-7.90%

TBCIX Mutual Fund Performance

TBCIX performance across multiple time periods: 1-month -4.85%, YTD 1.08%, 1-year 10.93%, 3-year 20.21%, 5-year 8.71%, 10-year 16.20%.

TBCIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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