TBCUX Mutual Fund

NAV$18.70

Returns Overview

1 Month
-1.87%
3 Months
+6.69%
6 Months
+8.84%
YTD
+8.24%
1 Year
+13.37%
3 Years (annualized)
+12.21%
5 Years (annualized)
+6.97%
10 Years (annualized)
+7.01%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index (in US)
This Mutual Fund (YTD)
+8.24%
Peer Avg (YTD)
+9.49%
vs Peers
-1.25%

TBCUX Mutual Fund Performance

TBCUX performance across multiple time periods: 1-month -1.87%, YTD 8.24%, 1-year 13.37%, 3-year 12.21%, 5-year 6.97%, 10-year 7.01%.

TBCUX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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