TBFAX Mutual Fund

NAV$8.72

Returns Overview

1 Month
+0.30%
3 Months
+0.17%
6 Months
-0.17%
YTD
-0.05%
1 Year
+2.78%
3 Years (annualized)
+3.38%
5 Years (annualized)
-0.07%
10 Years (annualized)
+0.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBFAX 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
Bloomberg US Treasury Index
This Mutual Fund (YTD)
-0.05%
Peer Avg (YTD)
+3.23%
vs Peers
-3.28%

TBFAX Mutual Fund Performance

TBFAX performance across multiple time periods: 1-month 0.30%, YTD -0.05%, 1-year 2.78%, 3-year 3.38%, 5-year -0.07%, 10-year 0.79%.

TBFAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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