TBHDX Mutual Fund

TBHDX Mutual Fund

NAV$6.69
See how much of TBHDX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.77%
3 Months
+8.05%
6 Months
+5.33%
YTD
+10.18%
1 Year
+17.08%
3 Years (annualized)
+11.33%
5 Years (annualized)
+7.63%
10 Years (annualized)
+7.74%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+11.41%
vs Peers
-1.23%

TBHDX Mutual Fund Performance

TBHDX performance across multiple time periods: 1-month 5.77%, YTD 10.18%, 1-year 17.08%, 3-year 11.33%, 5-year 7.63%, 10-year 7.74%.

TBHDX returns trail the peer average of 11.41% 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.