TBDAX Mutual Fund

TBDAX Mutual Fund

NAV$22.13
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Returns Overview

1 Month
-4.90%
3 Months
-0.05%
6 Months
+1.72%
YTD
+3.79%
1 Year
+1.28%
3 Years (annualized)
+23.05%
5 Years (annualized)
+9.22%
10 Years (annualized)
+16.30%

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)
+3.79%
Peer Avg (YTD)
+5.23%
vs Peers
-1.44%

TBDAX Mutual Fund Performance

TBDAX performance across multiple time periods: 1-month -4.90%, YTD 3.79%, 1-year 1.28%, 3-year 23.05%, 5-year 9.22%, 10-year 16.30%.

TBDAX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.78%, 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.