TBHDX Mutual Fund

TBHDX Mutual Fund

NAV$6.59
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Returns Overview

1 Month
+2.33%
6 Months
+8.05%
YTD
+10.18%
1 Year
+15.56%
3 Years (annualized)
+14.77%
5 Years (annualized)
+6.54%
10 Years (annualized)
+7.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBHDX 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
MSCI World Index (Hedged to US)
This Mutual Fund (YTD)
+10.18%
Peer Avg (YTD)
+12.44%
vs Peers
-2.26%

TBHDX Mutual Fund Performance

TBHDX performance across multiple time periods: 1-month 2.33%, YTD 10.18%, 1-year 15.56%, 3-year 14.77%, 5-year 6.54%, 10-year 7.34%.

TBHDX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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