TBDQX Mutual Fund

TBDQX Mutual Fund

NAV$23.12
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Returns Overview

1 Month
-2.14%
3 Months
+1.86%
6 Months
+5.15%
YTD
+4.03%
1 Year
+11.93%
3 Years (annualized)
+19.77%
5 Years (annualized)
+10.73%
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
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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)
+4.03%
Peer Avg (YTD)
+6.23%
vs Peers
-2.20%

TBDQX Mutual Fund Performance

TBDQX performance across multiple time periods: 1-month -2.14%, YTD 4.03%, 1-year 11.93%, 3-year 19.77%, 5-year 10.73%, 10-year 16.49%.

TBDQX returns trail the peer average of 6.23% 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.