TBIIX Mutual Fund

TBIIX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
+2.06%
3 Months
-0.27%
6 Months
-1.02%
YTD
-0.75%
1 Year
-0.52%
3 Years (annualized)
+5.29%
5 Years (annualized)
-0.24%
10 Years (annualized)
+1.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBIIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Aggregate Bond Total Return USD(^BBUSATR)
This Mutual Fund (YTD)
-0.75%
Peer Avg (YTD)
+1.93%
vs Peers
-2.68%

TBIIX Mutual Fund Performance

TBIIX performance across multiple time periods: 1-month 2.06%, YTD -0.75%, 1-year -0.52%, 3-year 5.29%, 5-year -0.24%, 10-year 1.36%.

TBIIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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