TBDAX Mutual Fund

TBDAX Mutual Fund

NAV$23.38
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Returns Overview

1 Month
+2.42%
3 Months
-2.77%
6 Months
+10.86%
YTD
+6.34%
1 Year
+13.60%
3 Years (annualized)
+20.75%
5 Years (annualized)
+14.12%
10 Years (annualized)
+20.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBDAX 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)
+6.34%
Peer Avg (YTD)
+8.51%
vs Peers
-2.16%

TBDAX Mutual Fund Performance

TBDAX performance across multiple time periods: 1-month 2.42%, YTD 6.34%, 1-year 13.60%, 3-year 20.75%, 5-year 14.12%, 10-year 20.73%.

TBDAX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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