TBDCX Mutual Fund

NAV$13.58

Returns Overview

1 Month
-3.04%
3 Months
+16.75%
6 Months
+5.52%
YTD
+5.60%
1 Year
+14.96%
3 Years (annualized)
+20.23%
5 Years (annualized)
+15.56%
10 Years (annualized)
+23.89%

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
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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+8.97%
vs Peers
-3.37%

TBDCX Mutual Fund Performance

TBDCX performance across multiple time periods: 1-month -3.04%, YTD 5.60%, 1-year 14.96%, 3-year 20.23%, 5-year 15.56%, 10-year 23.89%.

TBDCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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