TBILX Mutual Fund

TBILX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
+0.30%
3 Months
-0.84%
6 Months
-2.27%
YTD
-0.40%
1 Year
+1.50%
3 Years (annualized)
+3.60%
5 Years (annualized)
-0.72%
10 Years (annualized)
+1.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBILX 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)
-0.40%
Peer Avg (YTD)
+2.15%
vs Peers
-2.55%

TBILX Mutual Fund Performance

TBILX performance across multiple time periods: 1-month 0.30%, YTD -0.40%, 1-year 1.50%, 3-year 3.60%, 5-year -0.72%, 10-year 1.19%.

TBILX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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