TBSXX Mutual Fund

TBSXX Mutual Fund

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Returns Overview

3 Months
+0.36%
6 Months
+0.71%
YTD
+1.09%
1 Year
+1.30%
3 Years (annualized)
+2.16%
5 Years (annualized)
+1.85%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TBSXX 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 Treasury Bill Index(LUATTRUU)
This Mutual Fund (YTD)
+1.09%
Peer Avg (YTD)
+2.21%
vs Peers
-1.12%

TBSXX Mutual Fund Performance

TBSXX performance across multiple time periods: YTD 1.09%, 1-year 1.30%, 3-year 2.16%, 5-year 1.85%, 10-year 1.24%.

TBSXX returns trail the peer average of 2.21% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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