TBCIX Mutual Fund

TBCIX Mutual Fund

NAV$213.81
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Returns Overview

1 Month
-2.35%
3 Months
-1.95%
6 Months
+0.19%
YTD
-1.30%
1 Year
+4.53%
3 Years (annualized)
+19.38%
5 Years (annualized)
+7.64%
10 Years (annualized)
+15.26%

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
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📉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
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
-1.30%
Peer Avg (YTD)
+6.23%
vs Peers
-7.54%

TBCIX Mutual Fund Performance

TBCIX performance across multiple time periods: 1-month -2.35%, YTD -1.30%, 1-year 4.53%, 3-year 19.38%, 5-year 7.64%, 10-year 15.26%.

TBCIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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