TBOAX Mutual Fund

TBOAX Mutual Fund

NAV$6.57

Returns Overview

1 Month
-0.48%
3 Months
+4.07%
6 Months
+10.71%
YTD
+13.17%
1 Year
+6.83%
3 Years (annualized)
+0.97%
5 Years (annualized)
-2.09%
10 Years (annualized)
-1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBOAX 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
FTSE Non-US World Government Bond Index(FTSENUWGBI)
This Mutual Fund (YTD)
+13.17%
Peer Avg (YTD)
+2.96%
vs Peers
+10.21%

TBOAX Mutual Fund Performance

TBOAX performance across multiple time periods: 1-month -0.48%, YTD 13.17%, 1-year 6.83%, 3-year 0.97%, 5-year -2.09%, 10-year -1.31%.

TBOAX returns outperform the peer average of 2.96% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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