TBCUX Mutual Fund

TBCUX Mutual Fund

NAV$19.01
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Returns Overview

1 Month
+2.91%
3 Months
+5.03%
6 Months
+5.63%
YTD
+11.39%
1 Year
+20.63%
3 Years (annualized)
+11.90%
5 Years (annualized)
+7.73%
10 Years (annualized)
+7.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBCUX 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
MSCI EAFE Index (in US)
This Mutual Fund (YTD)
+11.39%
Peer Avg (YTD)
+11.41%
vs Peers
-0.02%

TBCUX Mutual Fund Performance

TBCUX performance across multiple time periods: 1-month 2.91%, YTD 11.39%, 1-year 20.63%, 3-year 11.90%, 5-year 7.73%, 10-year 7.16%.

TBCUX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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