TBDCX Mutual Fund

TBDCX Mutual Fund

NAV$13.27
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Returns Overview

1 Month
-2.24%
3 Months
+1.47%
6 Months
+4.47%
YTD
+3.24%
1 Year
+10.45%
3 Years (annualized)
+18.20%
5 Years (annualized)
+9.30%
10 Years (annualized)
+15.16%

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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.24%
Peer Avg (YTD)
+6.23%
vs Peers
-3.00%

TBDCX Mutual Fund Performance

TBDCX performance across multiple time periods: 1-month -2.24%, YTD 3.24%, 1-year 10.45%, 3-year 18.20%, 5-year 9.30%, 10-year 15.16%.

TBDCX returns trail the peer average of 6.23% 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.