TBDCX Mutual Fund

TBDCX Mutual Fund

NAV$14.13
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Returns Overview

1 Month
+2.29%
3 Months
-3.04%
6 Months
+10.30%
YTD
+5.60%
1 Year
+12.45%
3 Years (annualized)
+19.50%
5 Years (annualized)
+14.13%
10 Years (annualized)
+23.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBDCX 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)
+5.60%
Peer Avg (YTD)
+8.51%
vs Peers
-2.91%

TBDCX Mutual Fund Performance

TBDCX performance across multiple time periods: 1-month 2.29%, YTD 5.60%, 1-year 12.45%, 3-year 19.50%, 5-year 14.13%, 10-year 23.34%.

TBDCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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