TBDQX Mutual Fund

TBDQX Mutual Fund

NAV$23.95
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Returns Overview

1 Month
+2.45%
3 Months
-2.67%
6 Months
+11.06%
YTD
+6.58%
1 Year
+14.02%
3 Years (annualized)
+21.08%
5 Years (annualized)
+14.38%
10 Years (annualized)
+16.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBDQX 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
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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)
+6.58%
Peer Avg (YTD)
+8.51%
vs Peers
-1.93%

TBDQX Mutual Fund Performance

TBDQX performance across multiple time periods: 1-month 2.45%, YTD 6.58%, 1-year 14.02%, 3-year 21.08%, 5-year 14.38%, 10-year 16.49%.

TBDQX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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