TBDZX Mutual Fund

TBDZX Mutual Fund

NAV$23.33
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Returns Overview

1 Month
-2.97%
3 Months
+17.07%
6 Months
+6.08%
YTD
+6.13%
1 Year
+16.22%
3 Years (annualized)
+21.68%
5 Years (annualized)
+15.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBDZX 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
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📉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)
+6.13%
Peer Avg (YTD)
+8.97%
vs Peers
-2.84%

TBDZX Mutual Fund Performance

TBDZX performance across multiple time periods: 1-month -2.97%, YTD 6.13%, 1-year 16.22%, 3-year 21.68%, 5-year 15.71%.

TBDZX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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